The firm

Lauren Keeler

Head of Private Clients

Former social worker who moved into luxury real estate with Sotheby’s and then became a wellness entrepreneur. She brings a social worker’s ear and a private client standard of service to every member she advises.

The people

Also at the firm

See everyone

Florence Shaffer
Chief Executive Officer
Damien Foord
Client Development and Delivery
Jason Hardjosoekatmo
VP, Applied Sciences

Start becoming

Begin with your first move.

Every advisory begins with the Diagnostic, and the Diagnostic begins with ten questions. In about three minutes they point to the one change that would give you the most back, and to what becomes easier once you make it.

Find your first move