Provide comprehensive wealth management strategies tailored to clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning.

I am the primary relationship manager for a very select number of business owners, corporate executives, and ultra-high net worth families and institutions, leading a team of wealth management experts dedicated to understanding your needs and ensuring you receive the highest level of attention. Our team has extensive experience working with clients who have built their wealth by means of significant liquidity events, such as selling a business, concentrated company stock compensation, and private and public business formation, and our process centers on comprehensive planning that begins with an in-depth discovery phase to understand their goals and objectives. Once we have a clear understanding of a client’s needs, solutions are presented that are centered around wealth preservation and risk management.Specific areas of focus include:Investment Management focusing on an open-architecture approach to create the optimal portfolio for each client.Wealth Planning to provide insights in the areas of business ownership succession, financial independence, cash flow, retirement and wealth transfer. Customized multi-scenario financial analysis, projections, modeling and forecasting to provide insight, creating objective recommendations and comprehensive advice. Emphasizing your priorities and implementation.Charitable gift planning consultation for individuals, families and non-profit organizations to help create gifts of accumulated wealth; bridging a donor's values and vision with an organization's mission and funding priorities.Fiduciary services as trustee, co-trustee, successor and agent for trustee to provide continuity in the management of your financial affairs, efficient transfer of your wealth and risk management.Banking services including customized deposit and lending solutions as well as cash investment for individuals, businesses and professional practices.