beyond our team

Networking With Professionals

As they say, if you're a jack of all trades, you are a master of none. We work with our small business partners to identify areas that need addressing which sometimes require help from other professionals. We developed a network of estate and business attorneys, tax professionals, property and casualty insurance, and merger/acquisition, and business transition specialists.

Investment Specialist

While we typically handle most portfolio decisions, we have a network of specialty managers to fit every need, style, and level of sophistication possible. 

Technology

From planning, tax-efficiency, risk management, and communications, we leverage industry-leading technology to add value where possible.