WEALTH PRESERVATION  We help our client’s make even smarter financial decisions. The goal of wealth preservation is to produce the best possible investment returns consistent with our client’s time frame, goals, and tolerance for risk to ensure they live the life they want.

WEALTH ENHANCEMENT We help our clients mitigate tax: minimising the impact of taxes on clients’ investment returns and wealth while ensuring the cash flow they need. In short, to help make our client’s wealth last longer and work smarter.

WEALTH TRANSFER We help our clients take care of heirs: finding and facilitating the most tax-efficient way to pass assets to loved ones in ways that meet the client’s wishes with minimal difficulty and cost.

WEALTH PROTECTION  We help our clients mitigate their concerns about protecting their wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses and identity thieves—in short, ensuring that their assets are not unjustly taken.

CHARITABLE GIVING We help our clients look outward beyond their own families to the world at large. Charitable giving comes with its own unique set of challenges - from selecting the appropriate means of giving (such as direct gifts, donor-advised funds or private family foundations) to selecting causes and specific organizations that will have the biggest impact.