Our Encompass service provides fully detailed, highly sophisticated advice to executives, entrepreneurs, entertainers and other high-net-worth individuals with complex financial affairs, substantial business interests, large family estates and investment portfolios requiring extraordinary attention.

Encompass is akin to an outsourced CFO in that it plays an integrated role in key aspects of the client family's personal financial affairs and generational planning. Account managers work with personal and family attorneys and other advisors in an effort to achieve comprehensive and coordinated planning, sophisticated reporting and thorough implementation.

While similar to the services offered through a dedicated family office, Encompass offers clients the benefit of economies of scale and enhanced cost-efficiency – without sacrificing personal attention.

Encompass is geared toward helping high-net-worth individuals reap the benefits of personal fortune by relieving them of the burdensome and time-consuming task of managing and preserving their assets.

An experienced account manager who is highly credentialed (trained as JD, MBA, CPA, CFA), fully licensed (Series 7 and, if appropriate, a Series 63, 65 or 66) and long tenured leads a team of dedicated financial analysts. Each account manager generally is responsible for 8 - 12 client relationships.

Our size and commitment to excellence allow us to maintain internal technical specialists who establish financial counseling policies and strategies and provide ongoing research, training and technical support.