We have 45 years of experience (and counting) with serving family businesses. We bring a deep understanding and personal touch that’s hard to find in our industry, combined with forward-thinking solutions for today and tomorrow.

Yes. From employee benefits and payroll to wealth management and succession planning, we have services that cover every aspect of your family business’s financial health. Best of all, our integrated approach makes sure everything works together.

Yes, as fiduciaries, we are legally and ethically bound to put you first. It’s not just a legal requirement for us—it’s the foundation of the trust we’ve built with our clients over generations.

Family businesses are what we do. Whether you’re a first-generation entrepreneur or a century-old company, we understand the dynamics of family businesses. After all, our family has spent decades serving families just like yours, helping them grow across generations.

We start by listening—really listening—to your family’s goals, values and vision. Then we create a customized plan, just for you. It’s a collaborative journey we’ve honed over more than 40 years, so every aspect of your financial life stays in sync, no matter what challenges you face or opportunities you embrace.

For our managed accounts, we have a minimum balance of $1,000,000. This allows us to provide the level of service and attention we’ve provided for 45 years and counting. Many of the families we serve have trusted us with $3-$5 million of assets. But our commitment goes beyond numbers. We want to provide exceptional advice and investment management to a limited number of families in our community. If you’re a family business looking for a partner to grow with and you’re approaching our minimum, let’s talk. After all, some of our most valued multi-generational relationships started years ago with forward-thinking entrepreneurs who grew with us.

Transparency has been part of our DNA since day one. We may work on a fee basis, commissions, or a combination of both, depending on your needs. We’ll always be clear about our compensation so you know exactly what you’re paying for.

We advise, we don’t hold. Instead, your assets are held with independent custodians for added security and transparency. We provide the guidance, drawing on four decades of experience, while you maintain ownership and control of your investments. It’s a system of checks and balances we’ve found works for us.

We’re honored and happy that you’re considering us. Getting started is easy: contact us for an initial conversation. We’ll take the time to understand your needs and answer your questions—and if we’re a good fit, we’ll get started.