Transitions happen; unplanned and planned, around major transactions such as sale or transfer of the business or wealth transfers. Points of change also happen, such as incapacity, premature death or departure of a key person.
An A-game team of diverse skills and knowledge will augment your advisors, as these events need a holistic view and strategic perspective to afford you the options you should consider and the outcomes you expect, with wealth intact. We are not for everyone.
We are a high return investment on you; your identity, your lifestyle and future legacy.
We serve the select few who are wanting, willing and open to engage a different path in “writing” their journey.
This is a most crucial moment in your lives. Many others in the post-transition express a wish for support in their lonely journey, with clarity and options. We provide these and more.
How may we serve you and your business transition?
We may be reach at either of the follow locations:
New York, NY
1330 Avenue of the Americas, 23rd Floor
New York, NY 10019
Los Angeles, CA
2049 Century Park East, Suite 2525
Los Angeles, CA 90067