Our Clients
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Business Owners
Enterprise Architecture, Structuring & Succession Planning
We design and coordinate the structures that support your operating companies, investments, and family enterprises — including business succession planning, ownership transitions, and buy–sell agreement strategy — ensuring your business ecosystem functions as a coherent whole.Operations, Advisory Oversight & Strategic Coordination
Your Private Office unifies communication among attorneys, accountants, lenders, and internal teams. We support leadership planning, financial clarity, governance design, and operational decision-making across every stage of your business lifecycle.Risk Management, Continuity Systems & Long-Horizon Strategy
We implement frameworks that contain liability, isolate exposure, and protect family wealth while preparing for key transitions — sales, acquisitions, growth phases, partner buyouts, or generational succession — ensuring your enterprise endures with stability and intention. -
Art Collectors & Cultural Patrons
Stewardship of collections, legacy, and cultural influence.
We support families whose lives intersect with art, philanthropy, and cultural institutions, ensuring their cultural footprint is intentional and enduring. Our work spans Old Master paintings, contemporary artworks, and historical artifacts requiring rigorous provenance, authentication, conservation oversight, and governance systems rooted in professional and ethical standards.Collection Governance, Exhibitions & Advisory Coordination
Your Private Office manages the full ecosystem surrounding significant collections — governance frameworks, exhibition and lending strategy, advisor and curator relationships, valuation and conservation planning, insurance and risk oversight — creating a cohesive structure that protects and elevates your holdings across generations.Acquisition Strategy, Operational Systems & Proprietary Technology
We build the operational systems required to steward a serious collection: acquisition planning, private-sale coordination, conservator and registrar workflows, and multi-layered risk controls. Our proprietary software serves as a dynamic operating system for your collection — integrating cataloging, condition tracking, provenance records, exhibition history, insurance schedules, maintenance cycles, and audit-ready reporting — so stewardship becomes organized, strategic, and effortless. -
Art Enterprise Leaders
Gallery, Museum & Cultural Enterprise Structuring
Your gallery or cultural business receives executive-level support — business modeling, operational architecture, leadership strategy, and multi-jurisdictional structuring.Exhibition, Biennale & Art-Fair Representation
We support artists, galleries, and families preparing for major exhibitions with planning, coordination, financial and legal strategy, and project-management oversight.Art Collection Stewardship & Governance
We create systems that unify cataloging, valuation, conservation, insurance, succession, and long-term cultural vision for significant art collections. -
Performing Artists & Professional Athletes
Creative, Performance & Income Architecture
We structure and optimize the financial ecosystem around your career — performance income, touring revenue, endorsements, royalties, licensing, appearance fees, and cross-border earnings — ensuring every asset and opportunity is protected, valued, and intentionally leveraged.Mobility, Operations & Multi-Jurisdictional Support
For individuals working across states or countries, we coordinate residency, tax, immigration, and entity structures so your mobility strengthens your career rather than complicates it. We also help oversee agents, managers, coaches, and key team members to maintain operational clarity.Brand Protection, Partnerships & Long-Horizon Strategy
We vet partnerships, negotiate contracts, manage reputation-risk issues, and support expansion into new mediums, markets, or post-career ventures. Your Private Office provides the strategic backbone for sustainable growth throughout—and beyond—your peak performance years. -
Real Estate Investors
Portfolio Architecture, Tax Strategy & Multi-Entity Structuring
We organize and optimize the financial and operational ecosystem around your properties — from LLC, holding-company, and partnership design to cost-segregation opportunities, depreciation planning, 1031-exchange strategy, and long-term tax alignment. We coordinate financing, entity maintenance, and advisor communication to create a cohesive structure that supports growth, liquidity, and operational clarity across a multi-property portfolio.Risk Containment, Succession Planning & Long-Horizon Family Strategy
We implement liability-containment systems, insurance and asset-protection frameworks, and governance structures that promote stability and family harmony. Whether planning for generational transitions, preparing heirs to manage or monetize holdings, or designing exit and liquidity pathways, we develop a long-range roadmap for scaling, selling, or transferring real-estate assets with intention — ensuring clarity, continuity, and durable family relationships. -
Doctors & High-Liability Professionals
Income, Practice & Multi-Entity Structure Management
We help organize the financial and operational ecosystem around your work — practice income, real estate ownership, ancillary ventures, and multi-entity structures — so your professional world functions with clarity and predictability.Risk Containment, Licensing Exposure & Asset Protection Systems
High-liability careers require intentional safeguards. We build frameworks that manage licensing and malpractice exposure, isolate operational risks, coordinate insurance strategies, and protect personal and family wealth from professional volatility.Career Transitions, Growth Planning & Long-Horizon Strategy
We support major career inflection points — buying or selling a practice, adding partners, expanding into new ventures, or planning for retirement — with coordinated financial, legal, and tax strategy that strengthens long-term stability. -
Global Families
Cross-Border Financial & Structural Architecture
We design integrated systems for families living, investing, or operating across multiple jurisdictions — harmonizing tax strategy, entity structures, asset ownership, and residency considerations so your global life is supported by a coherent framework.International Coordination, Advisors & Multi-Country Operations
Your Private Office becomes the central hub that connects your international attorneys, accountants, bankers, and investment teams. We coordinate communication across borders and ensure decisions made in one country align with obligations and opportunities in another.Family Governance, Succession & Long-Horizon Strategy
We help global families plan for generational transitions, multi-country inheritance pathways, cultural stewardship, and long-range financial strategy. Whether managing assets in several jurisdictions or preparing the next generation for leadership, we create systems that support continuity and clarity. -
Creators & Founders
Creative Capital & Intellectual Property Architecture
We help structure the ecosystem around your ideas — equity, ownership, licensing, royalties, and IP protections — ensuring your creative or entrepreneurial work scales with clarity and long-term strategic value.Operational, Financial & Multi-Entity Coordination
From studios and production companies to new ventures and collaborations, we unify the financial, legal, and operational pieces of your world. Your Private Office harmonizes tax planning, entity management, team oversight, and advisor communication.Partnerships, Expansion & Long-Horizon Strategy
We vet opportunities, support brand and product expansion, coordinate contract strategy, and develop a long-term roadmap for sustainable creative and business growth — so your vision is supported by a structure that evolves with you.