Our practice has evolved over time to primarily serve high-net-worth families across multiple generations. 

We engage our clients in a disciplined process of discovery to ensure we understand what makes our clients unique, as well as the goals they are pursuing. 

We have a dedicated resource on our team whose job is to periodically contact our clients to help ensure we are staying on top of anything they need.  We seek to stay abreast of our clients’ life changes through periodic discussions with them and offer an open door policy, where a client can see us as much as they want, whenever they want.