Whether a client comes to Sterling for Philanthropy Services, Ultra High Net Worth Concierge Services or CRT Secondary Planning, they can rest assured that they will receive highly personalized and expert advice leading to tangible results. Sterling is committed to helping our clients reach their goals by using our Individualized Approach and providing Innovative Solutions to achieve Unrivaled Impact.

Since 1998, we’ve developed successful working relationships with many clients as well financial, tax and legal advisors. Here is a sampling of comments from some who have agreed to share their experiences*:

*Sterling considers client confidentiality to be of the upmost importance. The identity of our clients is closely guarded, and information is only shared with prior approval directly from the client.