Overview

In today’s landscape of growth-focused financial firms hiring relationship managers and business development directors, to “lead client relationships,” we offer a different approach. We want a more personalized and attentive relationship with our clients. There are limitations of silo-ed experts dispensing advice without the coordination of an informed and centralized advisor. We serve clients as chief: strategist, financial officer and communications guru ensuring all pieces of their financial puzzle are coordinated, completed and connected across generations and professional arenas. In our paradigm of serving clients, the burden to understand and partner with outside professionals falls on our shoulders, allowing the client to sit in the seat of executive chairperson having the final say in decisions, but delegating execution to trusted experts.