Beyond Wealth

Lifestyle Services


To help our clients focus on enjoying their lives, we offer a set of services and concierge support in managing the coordination of personal and leisure activities. We can handle the time-consuming administrative duties common in high-net-worth lifestyles.

Private Aviation

We bring extensive experience and hands-on expertise in helping our clients determine the appropriate private aviation solutions.

Travel Planning

Enjoy travel more by allowing us to handle necessary arrangements, coordinate plans and curate unforgettable experiences.

Household Staffing

With vetted partners, we can provide guidance on recruiting, hiring, training and retaining household staff and personal security.

Automobile Acquisition

From rare collector cars and ultra-high-end luxury models to planning your son or daughter’s first vehicle, we can make your next auto purchase an easier experience.

Yacht Acquisition

Whether it’s a sailboat, fishing boat or luxury yacht, we have the expertise and connections to help you navigate the waters of boat acquisition.

Equestrian services

For families with a passion for horses, we offer guidance around the financial implications of horse acquisition, ownership and care.

Exclusive experiences

No matter what’s on your bucket list, we’re here to help make it happen. From sold-out concerts to VIP events and private tours, we can arrange the experience of a lifetime.

Philanthropic Support

For those who want to make a difference on a cause close to your heart, we can help plan a customized, tax-advantaged philanthropic strategy to maximize your impact.

Fine Art Advisory

Beyond monetary value, the joy fine art can bring to your life is often incalculable. We have the expertise to help you expand, valuate and protect your collection.

Executive & Personal Coaching

Life is about improvement. As a firm committed to personal growth, we can connect you with the executive and personal coaching you need to realize your goals.

College Admissions Counseling

Choosing, applying, and gaining acceptance at the right college can feel overwhelming. Our expertise and connections can give your student the best opportunity for success.

Health & Wellness

Navigating today’s health care system can be challenging. As your private health advisor, we’re here to help you access the best caregivers, treatments and medical care.


Ready to Simplify Your Wealth?

Simplify Your Wealth


We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

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