Who We Serve

You’re looking for a resource and a partner who understands your challenges and is dedicated to helping you chart the right direction for your company, your organization, or your family.

Whether you are a dynamic organization in a rapidly changing marketplace, a not-for-profit trying to do more with limited resources, or an individual trying to secure a profitable future for your family, we’ve got the experience and expertise to help.

We serve privately held and family businesses, angel and venture-backed companies, public companies, foundations, not-for-profit and public sector organizations, and high net worth individuals and their families.