You may have built wealth through concentrated investments in your business, through your profession, or through careful management of a family inheritance. In constructing your portfolio, we consider your current situation, future liquidity events, and your desire to use your wealth to create positive changes based on your values and passions. We align your strategy with your objectives for legacy, bringing into focus how you will support your family, your community, and philanthropic causes in ways that also integrates tax mitigation strategies. We adjust your plan so it evolves along with your changing goals and circumstances.