Our Clients: Individual & Institutional
ZWJ serves clients from individuals to institutions who seek the active difference with their investment portfolio and client experience.
Many of our relationships begin with a liquidity event: the sale of a business or property, inheritance, a divorce settlement, or the funding of a foundation for charitable purposes. Most of our clients are individuals or families who value their financial wellbeing and are looking for trusted counsel.
On the institutional side, we work with trustees of private foundations, boards of charitable organizations and private companies to support their fiduciary responsibilities and reach their investment goals.
