Three people walk along a beach as the sun sets

Our Clients' Goals and Concerns

Why They Work Hard & Take Risks

Families like this share certain goals and concerns. They put family first and want their wealth to be available to support the ones they love. This is their top concern. A loss of wealth is equivalent to a loss in their ability to care for their family.

These individuals want their wealth to grow. Many of our clients have worked very hard for their wealth and now want it to work for them. However, their desire to grow their wealth almost never supersedes their desire to preserve their wealth. They want to be intelligent and thoughtful about the level of risk they entertain, taking risk that results in positive gains.

Affluent families we serve want to transfer their wealth to their heirs through the most tax-efficient means possible. They realize peace of mind in knowing that estate plans and trusts ensure that their wealth will pass seamlessly to those for whom they have worked so hard.

Our clients want to protect their wealth from undue taxation and unjust seizure. Having the best possible strategies for taxation is very important to these families. They realize the great complexity involved in changing tax codes and know they need an astute and experienced partner in this area. They also recognize the value of insurance planning and the role it plays in protecting their wealth from natural disasters, fraud, litigation and other forms of loss.

Many of the families we are privileged to serve want to support the charitable causes that move them deeply. These families believe in giving back to the communities in which they have been blessed to live and prosper. They want their wealth not only to support their families but also the charitable causes that have become truly meaningful to them over the years.