Shakespeare serves a niche market, catering to high net-worth individuals with a minimum of $1,000,000 to invest. Our expertise lies in areas relating to the complex financial issues and concerns of our affluent clients.
We implemented this minimum so we are able maintain a high level of comprehensive service to all of our clients.
We always allow 18 months for clients to meet our minimum, recognizing there are liquidity events that need careful planning prior to a liquidity occurrence such as retirement, inheritance, business sale, etc.
