We are a Multi-Family Office
A multi-family office is a full balance sheet 360 degrees wealth management solution for multiple families and individuals. We take great pride in offering you the services of an outstanding group of professionals who are highly trained and experienced in providing you with investment, taxation,banking, retirement, estate, and multi-generational guidance and solutions.
We offer a disciplined Investment Strategy
Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model based on your goals, objectives, and risk tolerance. Our process is based upon the following key tenants of our investment philosophy we refer to as "3D":
We partner strategically with CPA firms
Partnering with CPA firms allows for a holistic approach to wealth management that includes tax optimization strategies. Too often investment professionals are not experienced in taxation, nor are they communicating regularly with their client's trusted tax professional. We help multiple CPA firms offer wealth management services to their clients.
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