Breadcrumbs

Lifestyle Services

The number of people with significant wealth is relatively small, so finding people with the expertise to manage certain arcane areas of interests can be difficult and time-consuming. We put what we’ve learned navigating the ultra high net worth landscape for nearly two decades to good use in specialties beyond the purview of other firms.

Unraveling the Intricacies of Lifestyle Choices
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From understanding how to own to knowing what’s deductible, there’s a lot that goes into horse ownership.

Auto and Aviation Acquisition Assistance
For aircraft, we advise on scenarios for purchasing, charter or fractional ownership, and carry out the administrative details—including settlement if buying—of your preference. We’ll help source exotic autos and handle the details of the purchase.

Ranch and Equestrian Expense Reporting
Some hobbies are also businesses—or can be. How are boarding, training and transportation of thoroughbreds treated in your financials? What about winnings? Or maybe you just want to understand the real cost of equestrian ownership.

Coordination and Referral for Vacation Club and Other Travel Services
Does purchasing a vacation home make more sense than renting one, or is joining a vacation club the best route? Because we know you and your finances—and what the tax implications will be—our recommendations will be truly objective.

#25

Forbes list of
America's Top
Advisors