Focused on the relational aspects of wealth and family. Our uniquely collaborative and passionate team works to understand what the family is trying to accomplish with their wealth and offer the best solutions towards that goal.
Experienced Servant Leaders
Our Finance team works to make sure disbursements are made timely, efficiently and provided to the beneficiary in the way they can put it to quick use.
Our Client Services team is a responsive group who strives to make sure each client is heard and understood.
Passionate & Collaborative
Our uniquely collaborative and passionate people work alongside our clients every step of the way—caring more, telling it like it is—to anticipate and overcome all the barriers to change.