PRIVATE ACCOUNTING & WEALTH COUNSEL · EST. 1987

A standard of care measured in decades.

Quiet, fiduciary counsel for families stewarding significant wealth — and the generations meant to inherit it.

• $3.4B stewarded
• 240 client families
• Fee-only fiduciary
• CFP · CPA/PFS

THE COMPLEXITY YOU LIVE WITH

Your wealth isn't one thing. It's many — moving at once.

• Operating Businesses
• Real Estate
• Investment Portfolios
• Trusts & Estates
• Cross-Border & Multi-State Tax
• Succession & Legacy

Most firms see a return. We see the whole structure — every entity, jurisdiction, and generation, and the gold threads that connect them.

One relationship. Every discipline of wealth.

• 01

  Private Tax Strategy

  Multi-jurisdictional planning that compounds quietly, year after year.

• 02

  Estate & Trust Counsel

  Structures that carry intent — and capital — to the next generation.

• 03

  Family-Office Accounting

  Every entity, holding and cash flow, watched and reconciled as one.

• 04

  Business & Transaction Advisory

  From operating companies to the sale that defines a legacy.

Fiduciary, always. Discreet, by nature.

• Fee-only, never conflicted

  We answer to you — never to a commission or a product shelf.

• One trusted relationship

  A single senior partnership across tax, structure and succession.

• Built for generations

  We measure success in decades, and in the families who stay.