The select group of clients our professionals serve

While we deliberately limit the number of clients our team serves to deliver a more personal experience, those we do serve cover a wide spectrum. They include multigenerational families, retirees, widows and widowers, business owners, corporate executives, professionals, and charitable organizations. Many are in and around Atlanta, but others are located throughout the Southeast and beyond.

We serve select families who value responsible wealth creation, investing, and ultimate wealth transfer; business owners and corporate executives looking to develop and execute an exit planning strategy; trustees of charitable organizations facing the ongoing challenges of their role as a fiduciaries; and retirees who want to maintain their standard of living and be able to help their children, grandchildren and the causes and organizations they care about.

Our clients enjoy the freedom that comes with delegating the day-to-day details of managing their wealth to us. They recognize the value in the seasoned guidance and personal service we provide and trust us to manage their investments and the other essential financial matters of their lives.

Because we have a small, concierge-sized practice with no more than 100 client families, we are able to offer exceptional client service, which we refer to as 12/4/2: we contact our clients at least 12 times a year (on a monthly basis or even more frequently); four of these contacts include investment reviews; and two are face-to-face meetings.

We also have a planning-based investment process that manages risk as well as helps fulfill financial goals. Because of our extensive process, we work best with those clients who have $1 million or more in investable assets.

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