A recent inheritance
Accounts arrive from an estate, some in forms you have not seen before, along with opinions from every direction. You want to honor what was built and avoid the mistakes that are hardest to undo.
Families with $1 million or more, and decisions that deserve more than a product.
The situations below are illustrative. They are not descriptions of actual clients.
The sale of a business
Years of work become a single number on a single day. Before it and after it there are decisions about taxes, about structure, and about what the money is now for.
Approaching retirement with scattered accounts
A 401(k) from each employer, an IRA or two, a brokerage account, a spouse's accounts. Nobody has looked at all of it at once, and the order in which you draw on it will matter for thirty years.
A concentrated position
Much of your net worth is one company's stock. You know the risk. You also know the tax cost of selling. There are more than two options.
Who we are not for
We are not the right firm if you are looking for stock tips, active trading, or someone to take custody of your money. We serve residents of the United States only, and our minimum is $1 million under advisement. If you are not there yet, you are welcome to read The Letter and The Monthly Brief.
Begin a conversation.
If we are not the right fit, we will say so.