Our clients include ...

• retired families and those who have made work optional  
• corporate executives and professional directors
• partners in a professional service firm (eg. consulting, law, investment banking,  accounting, recruiting, advertising, IT, architecture)
• medical specialists (eg. doctors, dentists, pharmacists)
• business owners
• family (office) investors or endowment funds

In general they are ...

• Those who are, or are on their way, to becoming wealthy. They may have $250,000 or more to invest and/or have an annual family income of $250,000 or above 
• Those who are not (yet) wealthy, but want to work with a professional advisor to create and protect their financial security