NicheSpecialties
Navigate unique financial journeys with custom strategies for expats, athletes, business owners, and purpose-driven investors, built around your life and goals.
Ex-Pats&Foreign Nationals
Living or earning abroad introduces layers of financial complexity, from tax obligations and asset reporting to estate structures and currency exposure. We help expatriates and foreign nationals simplify cross-border wealth management, ensure global compliance, and optimize their financial strategy from a U.S. and international perspective. We coordinate with legal and tax professionals worldwide to support your global lifestyle with local precision.
ProfessionalAthletes
Your career moves fast, and your planning should too. We work with professional athletes to manage income spikes, endorsements, risk exposure, and long-term financial stability. Whether you’re mid-career or transitioning into retirement, we help you build a solid foundation, preserve your wealth, and turn short-term success into lasting impact. Our VFO model ensures every aspect of your financial life is covered, so you can stay focused on performance and purpose.
BusinessOwners
Owning a business is more than a job—it’s a legacy in the making. We help entrepreneurs and founders align personal wealth with business growth through strategic tax planning, value acceleration, and intentional exit strategies. From early-stage scaling to succession planning, we guide you in building a business that not only thrives, but supports your broader financial goals and future transitions.
Values-BasedInvestors
We work with investors who want more from their portfolios than returns alone. If you’re passionate about aligning your investments with your values, whether it’s sustainability, faith, or social responsibility, we’ll help you build a values-driven investment strategy without compromising on long-term performance. Together, we craft a plan where your money reflects what you believe in most.