Our nationally recognized multi-family office is uniquely positioned, with 100+ family clients and over $600 million under management, to provide customized financial planning and individualized investment management services. The firm utilizes a true team approach with every client to provide comprehensive wealth and investment management services, and maintains a client-to-staff ratio of approximately 14 to 1. In addition to advising on all client assets, the firm has a dedicated investment team managing client portfolios in-house, with a minimum requirement of $10 million in net worth for new clients. Today we are recognized as one of the top wealth management firms in the country.