Individuals & Families

Families of all ages who are on a strong financial path and recognize that they can benefit from tax efficient tax planning, tax preparation, financial planning and wealth management services across multi-generations.  

We assist our clients with the unique challenges that come from managing the impact of personal, investor and family concerns.  Such areas as:  financial literacy for younger generations, governance of family wealth, trans and succession planning.  And for our family businesses, we plan around executive and family compensation, philanthropy, strategic planning, retirement planning and estate planning.

Much of the planning that we do involves helping families plan ahead for both the expected and unexpected and coaching younger generations in wealth transfer and forging strong financial paths of their own.