There is a range of regularly occurring financial decisions or service requests that we address for individuals and families. These are not limited to the menu to your right but those listed there are the most prevalent.

These relate to activities which are central to the financial and working lives that most of our clients experience; employment, tax issues, making non-financial asset decisions, seeking business arrangements that will lessen the likelihood of future disputes, and acting as an “honest broker” for high net worth clients who must navigate the complex and jargon-loaded world of finance where they are often subject to aggressive attempts to wrest the management of their portfolios away from them.

Basically, if you need advice on an issue that involves committing or transferring capital, a transaction that has tax implications, the terms of an employment contract that could have unintended or deleterious consequences, or entering into a business arrangement that lessens the possibility of future alienation, give us a call.