Who we serve

For people building something that lasts.

Our clients are established, and their needs are specific. We work best with people who plan for the long term.

Professionals

Incorporated professionals

Physicians, dentists, lawyers, accountants and other professionals with retained earnings in a professional corporation.

Owners

Founders and owners of established private companies planning for growth, succession or liquidity.

Families

Multi-generation families organising estate planning and the transfer of wealth.

Partners

Insurance advisors, wealth managers, accountants and lawyers who need a financing partner for their clients. Working with advisors