our clients
While our clients represent a diverse group of wealthy families, they generally have the following characteristics in common:
- Live in California
- $2 million – $50 million family net worth
- $2 million – $20 million investment portfolios
- Are subject to high income and/or estate tax rates
- Is committed to acting in their best interests as a fiduciary investment advisor
- Educates them to make informed decisions and executes on their behalf
- Coordinates the various pieces of their personal finances and delivers cohesive advice
- Considers tax ramifications of each decision
