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.

What We Do

Learn about our responsive, personalized service backed by experience that crosses borders and time zones.