We function as a “family office” or “personal CFO” to the high net worth clients that we service. We understand that each client has a very unique set of needs for their own personal finances. We tailor our services to meet those needs. We find that most successful people already have a number of advisors, including; attorneys, investment manager, tax accountant, financial planner, estate planner, insurance agent and others. We often take on the role of “quarterback” for our clients whereby we will coordinate the relationship with their other valued advisors to help ensure that their financial goals are attained.