Who We Serve
Our individual and family clients represent a broad mix of diverse economic backgrounds, life experiences, age/gender and financial demographics, and they reside in various geographical regions of the United States. Their life strategies and objectives are individually unique. A sampling of characteristics that are represented among our clients include:
- Executives in private and publicly - held companies
- Professionals
- Closely - held business owners
- Family owned businesses
- Multi-generational families
- Young families
- Single individuals
- Widows and divorcees
- Retirees
- Pension and profit sharing trusts
- Charitable and civic organizations
- Estates and trusts
Our clients include individuals and families at all life cycle stages from dependent children to family patriarchs/matriarchs. Generally, regardless of age, the individual financial needs and objectives and related portfolio design will be reflective of whether they fall in an "accumulation" or "distributions" phase related to their portfolio focus. Specific financial goals vary and often include:
- Purchase of primary and secondary residence
- Education funding for children/grandchildren
- Financial independence
- Retirement funding
- Travel and recreation expenditures
- Philanthropic objectives
- Family legacy provisions
Our experience and expertise of serving such a diverse clientele over many years has prepared our team to counsel and collaborate with each respective client regarding appropriate expectations, planning strategies and coordinated portfolio design to address their unique circumstances and goals.
