Gloria is a venture capitalist and her husband, Pierre, is an attorney. They are active in the community. The oldest of their three children is in college. They are involved in multiple limited partnerships, own a vacation home and two rental properties, sit on two public company boards and three non-profit boards, and have concentrated stock holdings. Their financial life is complex, from taxes to a diversified portfolio to estate planning to cash flow planning. However, they prefer to spend their time focused on other things.
They want a single team of professionals to help them coordinate, track and manage the complex interrelationships of their financial affairs.