Who We Serve
We partner with Grosse Pointe families and professionals already taking income—or within ~five years. Typical new engagements start around $2M+ (many $5–10M). We cap our advisory fee at $20k and limit the firm to 50 households.
Drawing from your portfolio (or close to it)
We serve Grosse Pointe families and professionals who are already taking income—or within about five years. That focus lets us tailor cash flow, tax planning, and risk to this stage.
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Established Portfolio
Most clients have $5–10M in investable assets; new engagements typically start around $2M+. We limit the firm to 50 households for concierge-level access, and we cap advisory fees at $20,000 per year. We continue to serve a small number of legacy relationships below these levels.
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Looking for a trusted advisor
You value a firm built for this life stage—plain-English guidance, fast follow-up, and coordination with your CPA and attorney.
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Nice People
Built for Grosse Pointe families who lead with respect and candor. We bring clarity and speed; you share the full picture, speak up if something isn’t clear, and update us when things change.