Assuring that your wealth provides for the post-professional life you desire and fulfills the legacy you envision requires much more planning and structuring than most people initially understand. Understanding is what our close network of personal wealth advisors do very well. Understanding what you want for you and your family, now and throughout your life. Understanding the entity and investment structures that are tax optimized and maximized for income and asset growth. Understanding the landscape of professionals that will connect best with you and deliver on your wealth and legacy goals.