Case Studies

Endowment

The endowment for a religious non-profit organization helps core initiatives in Eastern Europe, but over the years, scattered assets and multiple custodians bloated the...

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Current Retiree

A scientist in his early 60s received a significant buyout from his employer, but needed guidance from a financial advisor willing to work with corporate headquarters...

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Divorcée

The client was in a high-profile divorce from her husband who had broad investments in a variety of businesses and commercial real estate holdings. The client came to...

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Business Owner

A wealthy couple with grown, successful children. The husband was hoping to sell his assets and better control various other assets accumulated and mismanaged over the...

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