• Include entrepreneurs, executives, attorneys, scientists, retirees, inheritors and trustees, among others.
• Live in California, New Mexico, New York, and other states.
• Typically have between $2 million and $10 million to invest.

In other words, they are a diverse group of families and individuals with enough resources to support often ambitious goals, but not so much that they can afford to make mistakes or miss important financial opportunities.

They recognize that the stakes have risen as their resources increased and hire us not just for our investment expertise, but because they want someone to "mind the store" or "watch over my finances like a hawk." Delegating financial management frees them to focus on their own areas of interest and provides them great peace of mind.

Please give us a call to discuss how we might help you.