Everything our firm does is supported by each of our professionals’ profound experience working at some of the world’s largest and well-known financial institutions. With decades of experience, this gives us the knowledge and technical expertise to guide you through the challenges of life with wealth.
On average, our employees have 20+ years of experience advising wealthy families like yours. The professionals on our team have expertise in taxes; investing; multi-jurisdictional planning and wealth structuring, family governance and education.
The individuals on our team are not only experienced, but they are credentialed, including:
- Chartered Financial Analysts® (CFA)
- Certified Financial Planners (CFPs)
- Chartered Alternative Investment Analysts (CAIA)
- Registered Investment Advisors (Series 65)