When moving against the wind, a sailboat’s captain will adjust the Jib to gain speed and stay the course. This service is our most robust offering and helps families both grow and preserve their wealth while navigating their daily financial decisions.

This service includes:

  • Quarterly review meetings
  • Wealth enhancement and protection planning
  • Tax-free and tax-optimized strategies
  • Philanthropic and charitable giving planning
  • Banking, structured-lending, and income solutions
  • Legacy and endowment guidance
  • Concentrated stock risk management
  • Business succession planning
  • Business acquisitions

The Ballast

Core Investment Management

Like the ballast that keeps a ship steady in calm and stormy seas, core investment management is the foundation of growing and preserving wealth over time.

The Mainsail

Foundational Financial Planning

No part of a sailboat has a greater impact on its speed than the mainsail. This level of service offers comprehensive financial planning that accelerates you toward your goals.

The Spinnaker

Special Circumstances and Life Stages Planning

In specific conditions, the captain will deploy the spinnaker to take advantage of a specific wind condition. Our life stage service is focused on helping you to leverage your wealth to address more specific and unique pain points.