Alignment of Values

We are highly selective of the families we work with because we know that we provide the best service to families who’s values align with ours. We believe in family first, personal integrity, ethical conduct, and traditional American values. We will be intimately involved in your family affairs and feel we can deliver the most value to people we are proud to work with and who are proud to work with us.

Net Worth and Investable Assets

We require prospective clients to have a minimum asset base of $5 million and at least $3 million of that being available for investment. 

*Meeting these criteria means that your family is eligible to become a client of The Abernathy Group, but does not guarantee acceptance.