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 help you build your personal balance sheet and financial outlook, pair you with a curated shortlist of financial, tax and/or legal advisers, and the final decision is yours. From there, it’s just the beginning.
Personal Profile And Outlook
Creating your profile helps you, and us, to learn more about your financial picture today, as well as your current and future needs.
Customized Adviser Pairing
Our proprietary technology takes your profile and pairs you with two to three highly curated advisers that fit your needs. You then select the best adviser for you.
Tech-enabled Relationships
We provide you with ongoing insights and tools to help you maximize your financial well-being.
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 top financial, legal and tax advisers to help you reach your goals. Every adviser and their firm must meet the rigorous standards of excellence set by our team and our Advisory Council of financial executives and policy-makers.
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
Whatever motivates you, we're here to help you achieve your impact.
Let's get started.
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