Clients We Serve
Each client has a different story and different passions, but they all seek clarity, efficiency and the freedom to build their legacy.
Families + Individuals
Families and individuals, as unique as they all may be, live along a shared continuum of wealth creation, preservation and transfer. For each of these life stages, we provide Outsourced Chief Operating Officer, Chief Investment Officer and Chief Financial Officer services.
Entrepreneurs,
Business Owners +
Closely-Held Entities
Art is a unique asset representing the intersection of passion and finance. For our art collecting clients, we provide a range of services to assist in the enjoyment of the objects and to capture the upside—and avoid the risks—associated with valuable tangible property. For our art business clients, we seek to understand the enterprise’s unique offerings, analyze for optimization, and execute on scaling and expansion.
Art Collectors +
Art Businesses
Corporate Executives,
Officers + Directors
Entrepreneurs and business owners enjoy the satisfaction and rewards generated by their tremendous efforts—efforts that, more often than not, come with sacrifices. We provide ground-floor planning and financial management for these wealth creators as well as advisory services for select enterprises. Our goal is to allow our business-owners to focus on their enterprise and to lean into their individual strengths and skills, while not forsaking personal and enterprise planning objectives.
Executives, officers and directors occupy a complex space between entrepreneurs and established, multi-generational families. Their time is at a premium and their compensation is often complex. Focus on the task-at-hand is paramount to their success, and we expand their bandwidth through time-saving organizational, operational and financial management services.