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Our Philosophy

We believe it is not what we do that is unique - it is how we do it
About Us

We believe it is about “returns on life”
Services

Learn more about our family office services
Insights
  • Rich Turgeon S&P Indices Versus Active (SPIVA) Scorecard
    • 3,453
      Michael T. Novak 3,453
    • Use It or Lose It - Perhaps
      ​Scott Swartz Use It or Lose It - Perhaps For all the complexities and uncertainties created by the Tax Cuts and Jobs Act signed into law in December 2017, one area of planning for high net worth clients is relatively straightforward, although it comes with a big looming cliff in the future.
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