With Cohesion, clients receive personalized service and thoughtful planning typically reserved for a family office. Whether you are a business owner in need of multi-entity tax structuring and an outsourced accounting team or a high net-worth individual looking for the right estate plan, we have the experience to turn your challenges into solutions.
Our unique model, which is structured around a monthly flat fee, is custom-developed for your needs. All Cohesion engagements include proactive planning through scheduled interactions, either monthly or quarterly, as well as ad hoc meetings to assess the most pressing items.
Together, we build sound strategies tailored for the present and for your future.