Complexity Is
Our Core Focus
City Square works with a focused group of clients, but because doing it well requires
knowing you deeply.
Who We Work With
The families and individuals we partner with have complex financial lives that require sophisticated solutions, and share a desire to gain the freedom to live life to the fullest.
Families Managing Complexity
Some families reach a point where the assets, the estate structures, the accounts, and the goals have outgrown a single set of hands. Through specialized expertise and an integrated view of the full financial picture, we help organize and synchronize every aspect, coordinating across generations, entities, and advisors.
Pre-Retirees
The decade before retirement is when the most consequential decisions get made and when the stakes of getting them wrong are highest. Income structure, tax positioning, Social Security timing, estate updates — these decisions compound. Getting them right requires someone who sees how each one affects the others, years before you stop working.
Retirees
Retirement isn't the end of financial complexity. For many clients, it's when the real work begins. Managing distributions without unnecessary tax drag, protecting against sequence risk, updating estate documents as life changes, and ensuring your wealth serves your legacy requires the same integrated attention it always has.
Corporate Executives
You've built wealth through compensation that comes in layers — salary, bonus, equity, deferred comp. Coordinating those pieces, managing concentration risk, and making sure your tax and estate plan reflects your full picture takes more than a portfolio manager. It takes someone who can integrate everything into a unified vision.
Business Owners
Your business and your personal finances are tangled in ways most advisors don't know how to separate. From efficiently and effectively managing your finances to building an exit or succession plan, we can help protect what you've built.
The Clients We Serve Best
Our specialized expertise and extensive experience guiding the complex financial decisions of accomplished individuals and families positions us for success with clients who:
Manage meaningful wealth across multiple accounts, entities, or advisors, with no single view of the full picture
Have compensation that includes equity, deferred comp, RSUs, or business income that requires coordinated planning across tax and investment strategy
Underwent a significant liquidity event, such as a business sale, inheritance, or executive payout has created new complexity
Structured an estate plan prior to a material change in net worth, family situation, or financial goals
Have financial decisions that carry tax, legal, and investment implications that require coordination
Are within a decade of a retirement transition, or already there, and whose income strategy hasn't been purpose-built for distribution
Get serious about your financial picture?
City Square maintains a deliberate client load — intentionally. Every relationship gets the depth it requires.