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We look forward to hearing from you. Please feel free to request more information or to set up an introductory call.





Our founder

David Lighty

With years of experience working in the Family Back Office industry,
David has also held multiple banking and corporate accounting positions. A trusted advisor to many, he cares deeply about establishing enduring relationships between himself and his valued clientele.

“It’s not just about helping our clients achieve a balanced and organized financial portfolio, it’s about building long lasting relationships. That’s the true motivator.”