OUR CLIENTS


While each client we serve is unique, they often share a number of characteristics:

  • Dynamic individuals with multiple demands on their time, complex financial needs and high standards of excellence

  • Value a high degree of customization, accountability and involvement in the investment process

  • Investing for real returns after taxes, fees and inflation are important considerations

  • Experiencing a recent, current or future sale of a business or other liquidity event

  • Many have created wealth in a single generation

Business Owner Advisory

BUSINESS OWNERS & ENTREPRENEURS

Your business is your life’s work. So whether you’re continuing to grow, thinking about going public, retiring, or transitioning out, it’s important to have experienced, objective advisors who can provide appropriate guidance for you, your family, and your legacy during every stage of ownership.

Corporate Executive Services

CORPORATE EXECUTIVES

We work with founders, executives, and insiders of publicly traded companies to deliver full balance sheet solutions designed to preserve wealth, optimize compensation, manage concentrated stock positions and counterbalance earnings volatility.

family office

FAMILY OFFICE

We meet the needs of family office executives by delivering an innovative institutional investing platform, flexible financial solutions, and our tradition of highly personalized service.

Family at dock

MULTI-GENERATIONAL FAMILIES

We understand that managing wealth is not just about the numbers. We help families engage in essential conversations surrounding shared values, the preparation of heirs, and family decision-making processes.

Couple on Beach

NEW WEALTH

Whether it’s the sale of a business, a merger, IPO, inheritance or some other liquidity event — we will help you manage the impact of wealth — as much as the wealth itself.

Financial Planning for Private Equity Professionals

PRIVATE EQUITY & HEDGE FUND PROFESSIONALS

Providing private equity and hedge fund professionals with a framework, for integrated planning and strategic decision-making across your balance sheet – so you are free to focus on what matters most.

Stephen Pendleton

CONTACT US

Connect with us at anytime. We look forward to learning more about your goals, values, and priorities and demonstrating how we can help you achieve your vision.