We have built our team, and expertise, to meet the needs of the ascending affluent. Our core clientele is Ivy affiliated professionals in the finance sector as well as their family and close friends from undergrad and graduate school. As such, our clients tend to have a high financial acumen, are building substantial net worth, and living exceedingly busy lives. The result for many of our clients is that the highest return on their time is in their business, with any additional time spent living enriching lives with their families. This dynamic often creates friction when it comes to managing the substantial net worth they are building. Any time spent slowing down, researching, and deploying new strategies, or just generally managing their wealth becomes difficult and often leads to inaction, or worse, inefficiency. This is where our team steps in. We sit alongside our clients as a thought partner to not only bring new ideas and strategies to the table, but also provide the expertise and experience to implement and maintain these strategies as well.