Offering a Competitive Edge

We are totally dedicated to helping you find and implement the most advanced methods of building and preserving estates for High Net Worth Families. The network of Professional Advisors that support our efforts is the most extensive in the country.

In addition to referrals from our existing clients, our most important sources of new business are Money Managers, Charitable Institutions, Attorneys, Accountants, Financial Advisors and Insurance Counselors.

This is due to the unique position we enjoy of being able to provide "Leading Edge" Services which are generally not available in the "one source" system we offer to professional advisors.

Strategic Alliances with Domestic and International Firms

Domestic Alliances

  • Investment Advisory and Securities Firms
  • Investment Banking Firms
  • Charitable Organizations
  • Money Management Firms
  • Prime Brokerage Firms
  • Marketing Organizations
  • Law and Accounting Firms
  • Trust Companies
  • Employee Leasing and Benefit Programs

 

 

 

 

 

 

International Alliances

  • Law Firms
  • Administration Firms
  • Hedge Fund Managers
  • Executive/employee Leasing and Benefit Programs
  • Fully Tax-Deductible Non-Qualified Deferred Compensation Plans
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Client Brochure:
Professional Brochure: