About Us
Disrupting the Status Quo
We make a difference for our sophisticated clients with customized financial solutions in the most tax-efficient manner.
The hallmark of The Smith Organization is that we never assumed that just because something worked in the past, that it is going to work in the future. We certainly respect history and utilize traditional approaches where suitable; however, we are not afraid to think outside the box. We are not reluctant to look for solutions beyond the borders of conventional wisdom.
Fiercely independent - for you.
We are not captive to any financial services company, our fiduciary responsibility is only to our clients.
Our focus is to work with our clients and their advisors to craft sophisticated financial and insurance solutions for high net worth individuals.
Our work centers around developing customized insurance solutions to enhance their overall financial well-being. Our ability to understand our client's unique world is where we excel
