Who we serve

We simplify wealth for extraordinary individuals so they can keep their focus on being just that.

Our boutique wealth management firm is ideal for rare talents and high net worth individuals with lucrative but often complex achievements. This includes simplifying sudden wealth, unpredictable cash flow, and complex pay structures while still meeting your elevated privacy needs.

Entertainment Professionals

Managing celebrity wealth means you’ll be at center stage.

Professionals and Entrepreneurs

We offer private wealth management that keeps a watchful eye, while you keep your eye out for the next big thing.

Sports Professionals

Athlete wealth management from the POV that your playing days may be limited, but your financial possibilities are not.

Individuals and Families

From retirement planning to estate planning, what you’re able to pass on will be as valuable as the ones you’re passing it on to.

Multi-Generational Families

Building generational wealth goes beyond mere estate planning.