Investment Counsel

We advise high net worth individuals and families with differing backgrounds, vocations, and personalities, who have much in common:

A need to bring order to their affairs.
The desire to feel comfortable emotionally about the financial actions they want implemented.
An enthusiasm to help loved ones and charitable causes they care about with the resources to do so meaningfully.
The desire to work with advisors who understand their situation and perspectives and are committed to their families and long term success.
A distaste of publicity, bureaucracies, waste, and red tape.
The desire to retain advisors committed to knowing them and their families for long term success.
An interest in advanced tax planning that is financially safe and legally sound.

By combining your legal, financial, tax, philanthropic and business matters into a unified Wealth Management Plan we can:

Solidify your control over your affairs.
Assure the continuance of your lifestyle through tax-free conversion of paper profits.
Provide a level of emotional peace throughout the planning process.
Help protect your wealth and income from legal judgments.
Eliminate or substantially reduce capital gain and income taxes.
Manage the value of your business interests.
Facilitate your ability to pass value, responsibility, and work stewardship ethics to your heirs.
Eliminate or substantially reduce excise, gift, estate, and generation skipping taxes.
Keep your affairs free from publicity and the costs and delay of probate.

In short, we can bring order to your affairs and generate very substantial tax reductions while meeting your specialized objectives.