Qualifications

We have continuously worked with individuals, corporations, foundations and institutions in the investment area for more than 30 years.

Each of our representatives has extensive professional experience.

All hold various professional designations and are licensed to manage a variety of investment and insurance products.

Most important to us is that we currently serve not only 1st generation clients, but also second and third generation fortunes that we have had the privilege of helping build from early on.

We welcome the mutual opportunity to meet and discuss how we may help you achieve your financial goals.