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• Helping a busy professional plan for the future
• Helping a successful entrepreneur transition his wealth into a diversified, long-term portfolio
• How we helped a family office manage assets for a multi-generational, international family
• How we helped a family structure its charitable giving and involve the next generation
• Investing an inherited lump sum to enhance income and start saving for retirement
• Helping a family use its investments to make an impact on the environment and society