How to Become a Client

Our experience of more than 15 years has taught us that not every wealthy person can realize the full benefits of our system.  For this reason, you should consider the following criteria before consulting with us.

Financial Criteria
-You should be an investment banker or private equity  investor
-Have a net worth of $70 to $750 million-Have complex
investment profile especially 10 to 50+ limited partnerships
-Have diversified private banking relationships
-Have or plan to establish 1 or more family trusts
-Have multiple real estate holdings here in the U.S. or  a broad
-Have complex estate planning and tax strategies in place
Non-Financial Criteria
-You have an overwhelming need and desire to truly have
real control of your wealth not just make it and spend it
-You are smart enough to realize and appreciate the value and power of having the big picture and minute comprehensive details on a regular basis.  In fact, it is a source of great distress
when you don’t.
-You measure your success in life not just in terms of opportunity cost and return on investment but also in terms of commitment to your family and community and the legacy you will leave to the world. If based on these criteria you would like to meet with us to discuss your needs, click here to contact us.