About Us
Our clients need uncommon solutions. We’re positioned to provide them.
Not every firm is able to advise tech giants and startups alike. Not every firm is acquainted with the income structure of a fine artist. Not every firm is equipped to serve luxury brands and rock bands. But we’re not every firm.
You come first.
Independent
Operating as an independent advisory firm means that when it comes to our priorities, nothing is competing with you.
Available
We don’t have to be in the same room to feel like we’re together. Meet with us in person, by phone, or by video—whatever works best for you.
Who We Serve
Our clients work in entertainment and media, fine art, film, luxury and tech sectors. When it comes to finances, people in these sectors have unique needs and questions. Luckily, we offer personalized support.
Personal Finance
Between your career, family, and myriad responsibilities, you may not have time to organize and monitor your finances. Delegate to us.
Business Finance
We advise business owners on business retirement plans and executive benefits.
Our Team
Meet the women rewriting the future, one client at a time.
