Maximize Your Investments, Minimize Your Tax, Protect Your Assets and Preserve Your Estate
Our goal is to provide clarity, expertise and sound financial counsel to professional athletes and high net-worth clients. We help clients understand their investments and the market context affecting them. Working with cross-border financial teams, we offer comprehensive financial planning backed by domestic and global expertise to deliver tailored investment and multi-jurisdictional tax strategies and sound estate planning.
My team and I are dedicated to providing high quality personalized investment management and strategic wealth planning to high net worth clients and their families.
Our process allows us to:
- Maximize your Investments
- Minimize the Tax
- Protect your Assets
- Preserve your Estate
We pride ourselves on being trusted advisors to you and your family. We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.