Wealth Management

Our focus on strategic advice sets us apart from most other wealth management businesses. When you engage us, you can expect:

  • A trusted relationship based on advice that’s not just valuable in a financial or monetary sense, but valued by you.
  • A commitment to understanding your needs and giving you the peace of mind that your financial affairs will be managed to enable you to live the life you choose.
  • Our team to identify and take stewardship over your financial goals and aspirations.
  • Exceptional strategic advice built around your objectives, values and individual circumstances.
  • Prompt, courteous and personal attention, as well as respect and confidentiality.
  • Up-to-date knowledge and expertise across legislative and economic changes, as well as trends in the wealth management industry, to benefit from the advice we provide you.
  • An ongoing relationship that will provide you with professional advice to help you to make informed decisions regarding your financial affairs throughout the course of planned or unplanned changes in your situation.
  • A team that will act in your best interests, always.

Deal Advisory

We are deal junkies. A team of transactional experts that only advise UHNW private clients and family office.

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Tax Advisory

Our personal tax advisory services are designed to meet your tax advisory needs – both in the US and overseas.

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Executive Compensation + Planning

We are an international accounting firm that provides commercially relevant international tax advice.

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Estate Planning

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Tax Preparation

We prepare the full range of U.S. personal tax and information returns.

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Tax Remediation

The U.S. taxes its permanent residents, citizens, and substantial resident aliens (collectively residents) on a worldwide basis.

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Asset Protection

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Have a question?

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