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Business Owners
Business owners often look to us for advice on how to preserve and grow the wealth created in their businesses. To meet the sophisticated needs of business owners, we work with you in considering your financial planning, tax, and succession planning.
Corporate Executives
Most corporate executives have a very good understanding of personal financial matters and complex financial products. But, given the demands made of corporate executives today, they may spend little time and attention on personal financial planning. Our team of experienced Investment Counselors has provided comprehensive financial planning services for corporate executives for more than 85 years.
Family Wealth
Managing family wealth is not only about investments. It’s about legacies. Wealth transfer strategies. Legal structures. Emotions. Communications. And, of course, people. We offer a broad range of services to help high-net-worth families manage wealth through all of life’s stages and implement your personalized plan for your family.
Private Foundations
We can assist with the establishment of a family foundation, create a mission statement for achieving your family’s investment policies, and help you to instill the value of charitable giving in future generations of your family.