Certified Public Accountants lead the firm
Big four accounting firm experience
- All stand behind clients in case of an audit
- All serve high-net-worth clients
Harness the full potential of your wealth
We blend deep expertise, sophisticated technology, and personal service to identify strategies that unlock value and pair you with advisers that turn those strategies into reality.
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Working with us
We'll start by working with you to create a personal balance sheet and current financial outlook. From there, we present a curated list of Financial Advisers, CPAs, and Trust & Estate Attorneys from which you can choose.
Create Your Profile
Together, we create a detailed personal profile to understand your financial situation today - and start building a plan for tomorrow.
Select Your Advisers
We developed proprietary technology to analyze your profile and deliver a tailored list of advisers that fit your needs. Then, you make your choice.
Achieve Your Impact
Maintain your trajectory with ongoing insights and tools that allow you to play an active role, or simply communicate with your advisers.
Unlocking value
Our Impact Planning tool will help you to lay out the full view of your assets and define your future goals, so you can decide whether an adviser is right for you.
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Combining Assets
New Investments
Future Endeavors
Finding the right adviser matters
We work with the best independent Financial Advisers, CPAs, and Trust & Estate Attorneys to help you reach your goals. Each and every adviser, and their firms, meet rigorous standards of excellence set by our team and our Advisory Council.
Our Adviserstotal assets managed vs industry
Independent Firms & Client Fiduciary
- All serve high-net-worth clients
- Selections from top independent rankings, e.g. Barron’s & Financial Times
25+ years of firm experience in estates
Serve high-net-worth clients
- Expertise in the probate & estate laws of specific states
- Selections from top independent rankings, e.g. Super Lawyers
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