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.

Two people icon


Operating as an independent advisory firm means that when it comes to our priorities, nothing is competing with you.

Checkmark on calendar icon


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.

View all personal finance services.

View all business finance services.

Whom We Serve

Our clients work in the 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.

​Schedule an introduction.​ 

Our Team

Meet the women rewriting the future, one client at a time.

Full team banner

​Meet the team.​ 

Can’t wait for a meeting? Get started here.