Your Trusted Team

The African acacia tree has evolved to be adaptable, protective, selective, resilient, and deeply rooted and seemed a fitting symbol for our firm. Many of our clients have spent years building businesses, building expertise, and building wealth. Others have capitalized on a big idea early and are pondering next steps and new ventures. We believe our job—our mission—is to take these clients to the next level, whatever that means to them. It can be leaving a legacy; making a philanthropic imprint on important causes; living a life of their dreams that is filled with family, experiences, and well-being.

Managing Director, Partner

Managing Director, Partner

Wealth Advisor

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245 South Beverly Drive
Beverly Hills, CA 90212

Office: (310) 246-0560
Fax: (310) 246-0580

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