Our clients have created wealth in a variety of ways such as: private equity, venture capital, entrepreneurs creating and selling companies, CEO of public companies, private company founders, real estate, financial services and inherited. The age of our clients range from 45-78 years with net worths of $75-500M.
It is our belief that client relationships are successful when our service is viewed as a continuing process rather than an event. We are fee based and receive fees only from clients. To ensure our commitment to our clients, we do not accept commissions, bonuses or incentives from any other firms or their representatives. Never. After a thorough understanding of needs, we will provide a proposal based on our expertise in doing this work for over 16 years. Fees are paid monthly.
We invest in our clients. Our clients invest in us.