At certain levels of affluence, a single firm cannot be all things to all families across all financial and legal arenas.


For those key disciplines in which we do not possess in-house expertise, we have a hand-selected network of strategic partners whom we work with whose integrity, expertise and quality have been thoroughly vetted:


Our Strategic Relationships include:


  • Certified Public Accountants

  • Estate and Trust Attorneys

  • Corporate Attorneys

  • Real Estate Attorneys

  • Real Estate Development Companies

  • Philanthropic Advisors

  • Private Equity Firms

  • Commercial Lending

  • Private Lending

  • Mortgage Brokers

  • Insurance Professionals