We focus our practice on working with accredited investors* comprised of individuals, business owners, professionals, executives, athletes and retirees....people who are influential, responsible, respected leaders in their industries, professions and communities.  By limiting the types of clients we serve, we specialize in understanding of the unique financial issues, obstacles and opportunities that our clientele face.  Our clients are typically wealthier than their other family members and often provide substantial financial assistance beyond themselves and their spouse, including parents, siblings and their adult children.