Professional Affiliations

Higher net worth clients encounter higher caliber challenges that require higher-level solutions.

When necessary, our team members can serve as a client’s quarterback, coordinating our services with the services of other professionals to provide bespoke and comprehensive solutions.

We are willing to work alongside any CPA, attorney, or other professionals on behalf of a client. However, we are most eager to partner with elite professionals whose capabilities exceed those of their peers, including the following local offices:


If you are a CPA, attorney, or other professional serving high net worth clients and would like to learn more about how our firms can collaborate, please contact us.

Need networking image.

Will use eBook.