Our Clients

We provide our services to a range of clients:

 

• High net worth individuals and their related entities. Related entities include personal, trust, IRA, and retirement accounts. We may also manage family limited partnerships, family foundations and employee benefit plans related to a client’s business. Trust accounts include revocable trusts, irrevocable trusts, estates and guardianships.

• Endowments, foundations, and other charitable organizations

• Corporations and other businesses

• Pension and profit sharing plans