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Have any of your articles been published?
Yes, you can find them within Calabasas Style Magazine.
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Who is the most appropriate client for your firm?
While successful family business owners and retirees are prime candidates, affluent individuals and families who are interested in developing optimum strategies for efficiency, wealth building and legacy planning also qualify as prime candidates. We have experience in these areas
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Your tag line is “Collaborative Advice Drives Success.” What does this imply?
It is a statement we take very seriously because it literally defines our process of involving CPAs, attorneys and our firm’s investment professionals in a concerted effort intended to achieve the unique goals of each family
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Your business model is said to be a multi-family office (MFO). What does this mean?
We provide a collaborative and an integrated approach with many family clients. Each family receives customized and specific attention to their tax, estate and investment matters as well as additional services as required.