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High-Net-Worth Individuals and Families

You've done the work. We'll do the rest.

At Adair & Associates, we strive to meet every client's complex financial needs. For high-net-worth individuals and families, we offer a specific suite of services aimed at giving you clarity and confidence in your future.

Download our Private Client Brochure

  • Foundation and Endowment Guidance
  • Comprehensive Financial Planning
  • Advanced Estate Planning
  • Investment Consulting
  • Advanced Portfolio and Investment Analytics
  • Tax-sensitive Investing
  • Alternative Investments
  • Single-stock Concentration
  • Risk Management and Strategy
  • Trust Services*
  • Executive Compensation Arrangements
  • Business Exit Planning
  • Financial Windfall Planning
  • Insurance Planning

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.