We are a multi-disciplinary group of international experts who assist high-net-worth families with customized wealth preservation and succession planning, creating a legacy for later generations to thrive and realize their potential.

There is no immortality to a business. The only sustainable legacy is the family itself.

- Lorne H. Saltman

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Our Approach

We provide a single source for a wealthy family to meet its objectives, including preserving, managing, enhancing and passing on its wealth.

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