We believe effective strategies come from working closely with all who may be involved with your financial life. By bringing a team of key advisors, business partners and applicable family members, we create a single source for a client to understand and align everything that’s related to their family business, assets and future. As your personal CFO, we manage that coordination for effective results.
Our flat fee structure allows us to unbiasedly manage a client’s family, estate and business interests, without requiring us to sell a “product” to get paid. Transparency and integrity is always our intention.
