Our firm has developed strategic alliances with several firms to provide services for our ultra-high net worth clients. Our clientele including corporate executives, athletes, entertainers, and entrepreneurs are often in need for special strategies including: forward sales of stock, capital-gain deferment, hedging against highly concentrated positions, and alternative investments including private equity.

WCG has formed strategic relationships for fulfilling these needs with the resources of several firms who specialize in certain strategies geared for the ultra- high net worth client.

Covington Capital

BNY Mellon