Wealth management

Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and they want the best for their kids. No one created a model for the “down to earth-net-worth” families of Northern Virginia to put these systems in place. Until now.

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.