They have channeled their creative abilities, intellectual capacity and self-confidence into the production of capital, whether in money or property, owned or employed in their businesses. Most have accumulated a stock of such wealth and have now realized that their wealth is capable of being employed in the production of more wealth (i.e. liquidation and diversification).
These individuals, and the company, firm or corporation they lead, look for like-minded advisors who appreciate the lifetime achievement of creating capital and have the insight to formulate advice based upon a comprehensive understanding of their history, circumstances and strategic goals.




