We work with a very small number of clients,
some of whom work in the medical device
industry. This precise client focus allows us
to provide extremely customized wealth
management solutions for each client’s
complex financial life.
Another point of distinction is our emphasis on tax planning
strategies. Because many of our clients experience dramatic income
swings from one year to the next, we set ourselves apart by offering
sophisticated wealth management services while keeping in mind
the tax implications for each financial decision.
Working in concert with each client’s accountant, business
and estate planning attorney, we design, implement and monitor
strategies designed specifically to reduce income and
estate taxes and to defer capital gains and dividend taxes.
In a business that is frequently unpredictable, we strive to provide a steadfast relationship for highly successful clients. |
