We provide the confidence

and peace of mind you seek

by taking care of

The Little Things.

Patrick is more than my advisor. He’s been there through all of our milestones, from selling our company to watching our two daughters grow up. I confided in him about wanting to help my daughters enhance their income. While I planned to transfer them some of my stocks, Patrick worried about it affecting my liquidity. Knowing the inner workings of my balance sheet, he offered an alternative solution using a charitable trust, suggesting I fund it with artwork I had recently stored away. I was delighted to find out that we could sell the artwork free of capital gains tax and get my children an annuity stream of income—problem solved! Not only did he find a creative solution, but he saw to it that the trust would ultimately support a philanthropic cause near and dear to my heart. Patrick didn’t offer the easiest solution. Instead, he looked at the big picture and found an option that supported all of my goals. One that he wouldn’t have known without paying attention to the little things.

— Katherine, West Hollywood

My jewelry was never an investment. It was always just for me. I didn’t even feel comfortable showing it to my kids. But ever since my trusted advisor referred me to Kim, I’d felt like I could talk to her about anything. We would sit and talk about which of my kids might like which piece. We found some gems among the gems, in terms of value. But the biggest thing I took away from our chats was the realization that the actual treasure I was passing on to my kids was the memories attached to the jewelry. A big picture like that only emerges when you focus on the little things.

— Jordyn, Los Angeles

It only took a few minutes into our tasting, until Brian our advisor, noticed the date stamp on the cork and asked if we have really had the vineyard that long. It was true, and it had grown substantially in the more than 20 years since we started. He followed up that question with an even more important one... Was our estate updated? It wasn’t, meaning if anything were to happen, it would leave our two sons with nothing. And as I was about to go in for emergency surgery the very next week, Brian immediately got on the phone with an attorney local to our area. Within a few days, our entire trust was re-drafted and solidified just in time. The surgery went well, but our peace of mind knowing that our boys would be taken care of was everything. Brian understood our story to make that happen. He understood the meaning of the little things.

— James, Newport Beach

When my father told me his plans for his estate, the blood drained from my face and I felt myself starting to panic. It wasn’t his intention but his plan would rip our family apart. I turned to our advisor, Nicole, for help. And she turned to blueberry pie. We all sat down to talk over dinner and she masterfully laid out an equitable estate plan that honored my father’s intentions and made sure every family member got a fair slice of the pie. While my father always sees the big picture, Nicole helped him to see the little things.

— Kelsey, Newport Beach

The lake house was where the family felt most connected and now our father was selling it to keep from tearing the family apart. Better to let it go, he believed, than for his children to get over it after he was gone. But one glimpse of a framed photo of my brothers and me at the house was all it took for Rebecca to see how it brought the family together. She showed us options to keep the house in the family that didn’t involve leaving it to any one of the kids. Rebecca could see the big picture because she stopped to take notice of the little ones.

— Molly, Lake Tahoe