our clients

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
Our clients tell us they appreciate an advisor who:
  • Is committed to acting in their best interests as a fiduciary
  • 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