We serve clients in all walks of life, including corporate executives, entrepreneurs, families, family trusts, estates, and foundations. Most of our existing clients are located in the Southeast.
Usually some transitional event or planning concern is the initial reason for our employment. We specialize in helping clients navigate transitions and actively manage their future. Transition events might include:
- Sale of a business
- Change of employer
- Death of a spouse or parent
- Trust/estate administration
Our typical client has a minimum of $500,000 in investable assets.
We begin engagements with a review whereby we identify the planning and investment issues relevant to each unique client. We accept clients only in situations where we can clearly demonstrate value, and where there is a style “fit.”
Call us today at 404.231.1414 to schedule an introduction. There is no cost for the initial consultation.