Broker Check

Who We Serve

Leaders. Creators. Innovators.


Our clients belong to a highly select group — the few who have harnessed the power of an idea, a talent or an ambition and achieved remarkable things. They are the people who change rules, shake foundations and decide games. And we take great pride in our ability to serve these very few very well.

By limiting the size of our clientele, we maximize the impact we can have on their wealth and in their lives. We are committed to fostering coordination, within our own team and with our clients’ other professional advisors, and dedicated to giving exceptional people the complete support they need to achieve even more.

We work with :

Entrepreneurs

·  Managing Liquidity Events

·  Estate and Tax Planning*

·  Investment Management

·  Networking and Introductions

·  Family Education

·  Investment Banking

·  Cash Management

·  Concentrated Stock Strategies

·  Charitable Strategies

Athletes and Entertainers

·  Bookkeeping*

·  Estate and Tax Planning*

·  Investment Management

·  Foundation Creation and Management

·  Family Education

·  Networking and Introductions

·  Charitable Strategies

Executives and Retirees

·  Stock Options

·  Concentrated Stock Strategies

·  Estate and Tax Planning*

·  Family Education

·  Networking and Introductions

·  Investment Management

·  Transition Strategies





 







 

*Services are offered independent of Raymond James Financial Services