High Net Worth

We specialize in providing comprehensive, personalized, and proactive advisory services to high-net-worth individuals, multi-generations families, family offices, and foundations, including complex entity and deal structuring, strategic tax planning, guidance on transfer of wealth and family philanthropy, and risk management.


We are highly responsive, and want and expect to be the first call that our clients make related to long-term financial planning, taxes, special events, or major purchases such as a yacht, personal jet, real estate, or collectibles.


We are proud to serve some of the most prominent high-net-worth individuals, family offices, and foundations in our region.


To discuss how we can add value to your advisory team, please contact Bea Rosenberg or Nick Porter.

We can help you.

Our team has invested extensive time and resources developing specialized expertise and experience.
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