STRATEGIC RELATIONSHIPS

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