Evolving Luxury-Lifestyle-Trends-2027 for Ultra-High-Net-Worth Families and Advisors

Avi and his team have functioned as a private office for me, extending my capacities by managing my personal wealth and advising me on anything finance-related. Whenever I pose a question to them or ask them to handle a task, I know that it will be done promptly with consistent communication, the utmost skill, and great integrity. I could not have hired a better team. I don’t know what I would have done without Avi. When a sudden liquidity event completely transformed the scale of my wealth, Avi was there to help me navigate all of the new questions and opportunities. My prior wealth plan went out the window, and I had to make decisions about investing, taxes, estate lawyers, risk, charitable donations, supporting my family, and even personal security. Avi helped me navigate all those things, connecting me with the best possible advisors and giving me the support I needed to make informed decisions.

We have been clients of Michael Tierney for over 15 years. Michael stays well attuned to the various market issues and specifically follows strategists who have proven track records and philosophies. His frequent news emails have been especially helpful in keeping us informed of market happenings with his ongoing thoughts and educating us. On a more personal note, Michael has always been easily approachable, encouraging us to call anytime to answer questions or entertain ideas. There have also been personal business visits during which we appreciate Michael’s warmth and friendliness. His assistants through the years have also been very helpful in handling any necessary matters.

Mike is local (Clyde Hill based) and works with Robertson Stephens Wealth Management.  He has been our advisor for several years now - we moved our money to him from Morgan Stanley a few years back, and have been delighted by several things: - Mike and his team are world-class in every way, great with customer service and support, and with security. - The financial plan the Robertson Stephens team developed for/with us is highly customized to our situation and can change as our needs change. - We've been very impressed with the Chief Investment Officer, Stuart - who we've met a few times now when he's visited Seattle - he has a strong history and track record and team - and we like that he and his team have helped drive the core investment strategies that then get tailored to our specific needs. - Mike and Robertson Stephens have gotten us access to some very attractive private investment vehicles that we would not have had access to with other advisors or had we been managing our money on our own. - I like their online tools - they are better than most other financial advisor's sets of online tools - which I like as it helps me track investments across my entire balance sheet, including legacy private assets. I've known Mike since 2010 - the year we moved to Bellevue - and know him to be high integrity and very invested in his clients and the community.