Historically the financial services industry wastes time and money on attempting to control things that can’t be predicted or controlled, such as market direction, volatility, inflation, interest rates, etc. 

Our approach is to focus on costs, tax efficiency, diversification and maximum loss exposure. All these things can, and we believe, must be controlled

Most financial professionals neglect this important discipline, but we believe that it’s not what you make, but what you keep that  matters.

Taxes are a drag on portfolio performance, wealth accumulation and lifestyle choices.

We will work to lower taxes in a way that is legal, moral and ethical.

Long-term planning is common among family offices, with a goal of maximizing the wealth transfer to succeeding generations or, in many cases, making an impact on society through charitable giving.

As entrepreneurs (with a history of entrepreneurship that runs in our family), we know firsthand the unique opportunities and challenges to a business owner’s financial universe, so we love working with fellow business owners to help you navigate this distinct landscape.