Cross-border investment and tax issues require a knowledgeable advisor with a high level of technical expertise.
Starting, managing or selling a business requires not only a sound underlying strategy, but also complex personal financial considerations.
Financial planning can be challenging for executives given the unique and complex compensation and benefits packages granted as well as any ongoing regulatory trading restrictions.
Partners of accounting firms require a highly customized & tailored investment and financial planning service to address their specific needs and comply with their firm’s independence rules.
Our advisors intimately understand the unique issues that law firm partners experience during all stages of their careers.
You have a substantial investment portfolio… but now, how do you preserve, grow and pass on your wealth?
Our purpose is to create a welcoming environment that empowers women to become more involved in planning for their financial future.