
Emerging Affluent and Affluent Individuals
and Families
We work to gain a comprehensive understanding of our clients’ goals and dreams by digging deeper to determine how they see success and define a meaningful life. We know through our experience that what constitutes success means different things to different people, and its definition varies based on individualized values, priorities, and life stages. It is always our goal to seek deep understanding and illuminate how different generations, wealth levels, and genders perceive and prioritize success as they define it.
In families, we work diligently to encourage shared financial responsibility for the wealth created. The goal is for family members to be empowered no matter what happens in life. We also possess a deep understanding of family dynamics and the influence that wealth can have on children, young adults, and even adults whose parents are a senior generation. The ultimate goal of our work is to lead clients to owning clarity, confidence, and control over their financial future.
Successful Middle Market Business Owners
We tend to the complex and dynamic needs of the “job-creators,” the “innovators,” the “impresarios,” and the successful individuals and families that took a Good Concept and made it into a Great Business. Our clients are middle market business owners, successful firms with revenues that range between 10 million and 1 billion. In the USA, there are about 200,000 firms like these spread nationwide.₁
Many of our clients are multi-generational family business owners. Many wish to continue the family enterprise on into the next generation as a legacy company; part of monumental shift of wealth currently occurring in the U.S. We have a comprehensive and experienced understanding of business cycles, tax implications of business ownership, and strategies for creating the unique intertwined framework of personal wealth and business equity wealth.
1 Mid-Year 2023 Middle Market Indicator, National Center for The Middle Market, 7/23/2023
