A global investor and flexible thinker, I manage money for uniquely successful dynamic individuals applying their expertise with passion to scalable positive transformation. They are usually private business owners whose companies are in high growth stages or anticipating a liquidity event. I help them simplify complex financial issues and with pre-transaction and succession planning through holistic, active engagement. Clients are often first generation wealth creators, multi-generational (often global) families, and organizations supporting breakthrough initiatives (in healthcare, technology, music, science). I aim to inspire them to be confident in their financial decisions and do good