Though our work may be complex, our offering is simple and straightforward. We offer just one service: interdisciplinary financial counsel. And we deliver it in just one way: as fiduciaries, compensated only by client fees.
When you make a significant financial decision, how confident are you about its implications across tax, legal or other non-financial implications? If you are like most people, you probably receive financial advice within a limited sphere and are then left to manage integration of issues yourself.
In our model, we seek to eliminate that strain. We become deeply familiar with a client’s balance sheet, cash flow, tax profile, estate plan and much more. In this way we can pursue the best solutions across:
Often clients come to us initially because they are approaching an important financial waypoint. We seek to help them navigate successfully through comprehensive planning and integrating the different skills of our team members.
In our experience, the best client experiences result from sustaining, over time, a pattern of frequent interactions. You can count on us to proactively raise issues relevant to you. We will also engage directly with your tax and legal advisors as we synthesize issues and reach actionable outcomes that reduce risk, bring order and enhance understanding.
In addition to collaborating with you, we collaborate with each other. Each client works with at least two principals, and we regularly bring in others on our team when their expertise is called for. In this way, we seek to consistently provide a reasoned balancing of different and sometimes conflicting issues. That’s our objective in all scenarios—whether you’re exiting a startup or moving down the street.