In its truest form, a family office serves as a single point of contact for all areas of your financial affairs, coordinating with other advisors such as attorneys and accountants while delivering customized advice and personalized service.
We have no proprietary financial products. Our professionals use their multi-disciplined experience to deliver a full spectrum of wealth management services to you.
We are not required to act as trustee. Approximately 25% of our clients currently use us in a trustee capacity, and we are named as successor to family members by most.
Yes, you may act as trustee of your trust(s), and/or we will work with other individual or corporate trustees of your choosing.
My family’s assets will (hopefully) last for many, many years – what assurance can you give me that you will be around?
At its founding, our Company was structured for longevity with majority ownership by clients and an independent board of directors. Further, we purposefully maintain a pipeline of talented professionals to ensure that you are well-served over time and generations. We have strategically planned leadership and ownership succession. So we “practice what we preach” – we have planned for the long-term.
Our advisory and trustee fees are determined by assets under our management, complexity and family size. We neither accept nor pay any commissions of any type.
We zealously guard your identity and your personal information. Confidentiality is of utmost importance, and it is a core value of our Company.
CLIENT SERVICE MODEL
We will serve your family using a team structure. Our client teams are comprised of individuals with varying backgrounds, skills and experience, chosen specifically for your family’s needs and “personality.” Every team consists of two or more professionals with whom you will meet regularly as well as operations and support staff behind the scenes.
Two intangible differentiating factors of our Company are our focus on relationships and on being proactive. Our employees’ favorite part of their roles is working with you, our clients. We cultivate relationships by assigning each employee to just a handful of clients. With substantial time to invest in working with and for you, our professionals take initiative and employ innovations to deliver proactive, smart solutions.
You likely already work with attorneys and accountants. If not, we can recommend suitable legal counsel and tax professionals. We do not replace these advisors. Instead, we provide them with a complete picture of your financial affairs and supply the information needed to yield the most appropriate advice. We work together with your advisors to collectively develop and implement strategies aligned with your goals.
Having no products to sell affords us the freedom to objectively analyze any topic or question to find the best possible outcome. We can truly view things from your perspective and in your best interests.
We serve families located across the United States, as shown below in dark blue. Over half of our client meetings are outside St. Louis. Distance is no barrier – our professionals often travel (at our expense) to meet with clients at home or wherever they may be. Our highest client populations are in Missouri, California, Illinois, Florida and New York.
Our Investment Committee analyzes data and reports from our outsourced research firms and is responsible for decisions on investment managers. As importantly, this group provides thought leadership and sets the Company’s investment strategy.
I have a relationship with an investment professional that I would like to maintain. How do you work with them?
Most clients arrive with existing investment relationships such as brokers or investment managers. If you wish to maintain certain relationships (or if we decide together to keep a relationship for various investment or tax reasons), our team works closely with those other professionals at the onset and ongoing to coordinate and ensure the investments they manage fit with your overall portfolio strategy.
Our Investment Committee evaluates each investment opportunity on a case-by-case basis applying a multi-step approach. Recommendations are based on our assessment of the investment opportunity within in the context of your risk tolerance, strategic allocation, and other available opportunities.