For Our Professional Partners

Delivering wealth management and capital market solutions requires a collaborative approach. We routinely rely on other trusted advisors to ensure all aspects of our clients’ financial picture are coordinated and acting in concert. The professionals we frequently work with include attorneys, tax advisors, insurance providers, business managers, trustees, real estate advisors, as well as others.

Complementing your team in the way you need

We are glad to work together on issues that require your skills in combination with ours. Our seasoned team brings decades of institutional relationships and insights to complement your expertise. If you have a client opportunity that you would like to introduce, feel free to contact us. This is your relationship, and we are here to enhance the situation in the best manner possible. We would be glad to explore a potential fit and treat any information you provide with confidentiality and discretion.

How We Can Help Your Clients

Investment Management

Expanding your solutions for wealth management:

Portfolio Management / Strategic Asset Allocation
Alternative Investments / Private Placements / Venture Capital Opportunities
Execution Services for 10b5-1 Stock Sale Plans/ Rule 144 Stock/ Concentrated Positions

Generational Planning

Aligning asset structuring with tax, and legal considerations:

Retirement Planning/ Cash Flow Analysis
Trust and Estate Services
Tax and Liability Management/ Life Insurance Premium Financing

Capital Markets Solutions

Providing access to sophisticated capital markets solutions:

IPOs / Restructuring / SPACs / Public & Private Structured Equity
Corporate Advisory / Mergers &Acquisitions
Proprietary Offerings: Syndicate / 144A / Reg D Offerings