Family wealth management is at the core of our business. We work with a select number of families that stretch from coast-to-coast, with the majority of them living in Southern California, San Francisco, Boston, and New York. A great deal of the work we do is with executives in the biotechnology, pharmaceutical, and technology industries.
Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.
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