Transitions happen; unplanned and planned, around major transactions such as sale or transfer of the business or wealth transfers and the points of change that happen, such as premature death of a key person or incapacity.
An A-game team of diverse skills and knowledge can help you and 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 look forward to serving the select few who are seeking, wanting and willing to engage a different path than the status quo in their “writing” their journey and decide they want to us to help them along the way.
Thank you for visiting us. 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