About Our Clients

Our ideal client is an individual or family with a net worth in excess of $5 million. We provide the most value to families where the liquid portion of the wealth is in excess of $5 million and there is an interest in aggressive generational planning to sustain the after-tax wealth of the family. We prefer to work with individuals and families that are interested in achieving long term capital appreciation through appropriate asset allocation, diversification, and manager selection. We look for client's with diverse industry and investment backgrounds to add to the Glenmore knowledge capital base, which ultimately benefits all of our client families.