While investments are a core element of wealth management, family office and fiduciary services are integral components. Given the overlap of these three elements, a holistic, global approach is essential to construct a financial strategy that achieves your short and long term objectives. Our ultimate goal is to create peace of mind for you and your family.

A CUSTOMIZED APPROACH

We are experts in all areas of wealth management and partner with your family and existing advisors to develop and implement a comprehensive strategy including:

  • Understanding your family values and objectives
  • Defining financial goals aligned with those values and objectives
  • Coordinating sophisticated planning in a number of different, but connected areas
  • Implementing a customized strategy in a manner that supports your goals
  • Acting as fiduciary if desired presently and/or in the future
  • Monitoring and reporting in a way that is both understandable and meaningful

 WEALTH MANAGEMENT SERVICES

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Boutique Experience

  • Completely customized investment management
  • In-person meetings at least quarterly
  • Focused client service team with a one-to-one employee-to-client ratio
  • Stability of ownership and personnel
  • Independent, unbiased advice
  • Collaborative partnership with existing client advisors

World-Class Expertise

  • Global access to investment managers, funds and strategies
  • Professionals with backgrounds at leading national law, accounting and investment firms
  • Vast network of experts and thought leaders throughout the country
  • Extensive experience serving families with substantial wealth and complex financial affairs