History
Since 1967, we’ve grown by providing an increasingly wide array of services in an increasingly wide array of places.

1967
Marshall Gelfand creates “business management” as we know it starting in New York
1972
First office is opened in Los Angeles, CA
2014
Expanded office in Nashville, TN
2017
Joined forces with Focus Financial Partners
2019
Mergers with Rudolph Family Office in January and WG&S in December
2020
Merger with SKH in London reintroducing our own London office
Integrity is the common thread
It’s funny how sometimes the person who says the least, and makes the fewest promises, is the one you can count on the most.
We promise to help you manage your career, your business affairs, and your life with a level of professionalism, candor, discretion, and respect that distinguishes us. Beyond that, our reputation does our talking. The best in the business have trusted us for over 50 years.