Gone are the days when individual advisors, operating in separate disciplines, offer the most advantageous way to handle planning for those who've spent a lifetime of sweat equity amassing significant net worth.

We believe that affluent families are inadequately served by the traditional advisor network of individual specialists. From our very beginnings we have advocated a cross-disciplinary approach to financial planning at the highest level.

Our goal is not to replace your existing trusted financial advisors. We honor the relationships you have with your current CPA, attorney and others. Yet this traditional approach may accidentally bypass crucial integration of disciplines, inadvertently leaving too much of one's planning to chance.

Just as a Chief Financial Officer pulls everything together for a business, we advocate the placement of a "Personal Financial Officer" on your planning team.