Personal
Business
Wealth
Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…
Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…
Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…
The whole is greater than the sum of its parts. Whether you’re looking to create a new trust or modify and move an existing one, it’s the collective possibilities of Delaware trust law that make it an attractive …
Building a legacy Being there for each other through every life stage, from caring for aging parents to providing financial stability for the next generation. That’s what families do. Whatever you need, whatever your goals, we’l…
Doing business Running a business is complicated enough. It gets even harder when your personal wealth is closely connected to your business. Whether you’re a sole proprietor or an owner of a large corporation, we can help you n…
Dan serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Dan closely works with clients to gain a complete understanding of their lifestyle, …
Douglas Sullivan is a Managing Director, joining the organization in 2017 and has 30 years of experience helping clients navigate the complex issues of significant wealth. He is r…
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