INVESTMENTS TAXES PHILANTHROPICPLANNING RETIREMENT FINANCIALPLANNING INSURANCE NAVIGATING LIFE& LIQUIDITY EVENTS ESTATEPLANNING INVESTMENTS Portfolio construction is goal-based and tailored to each client’s specific cash flow needs, tax situation, and risk tolerance. TAXES Proactive tax planning remains one of the most critical pieces to building and maintaining wealth. PHILANTHROPIC PLANNING Building your financial future and making a difference in the world are not mutually exclusive. We help you align your wealth with personal values through purposefully planning for charitable contributions to create a legacy that achieves your philanthropic goals. RETIREMENT You worked hard for retirement, worrying about your lifestyle needs should not be your new hobby. FINANCIAL PLANNING We employ our proprietary methodology specifically designed for high-net-worth families and institutions to create a balanced and customized portfolio that is best suited for your financial goals. INSURANCE Insurance, when done right, can play an important role in protecting your family’s legacy. It can also be key in optimizing after-tax returns and transferring wealth to the next generation. LIQUIDITY EVENTS Liquidity events like divorce, a sudden inheritance, or the liquidation of shares in your personal or professional life can be financially daunting. We have the sophistication and experience to help you through the entire process. ESTATE PLANNING Proactive estate planning is critical for high-net-worth families. We work closely with your other advisors to clearly define your legacy, tax-optimize your balance sheet, and help advise you on how best to include and educate your future generations.