We offer high-net-worth families and family offices private wealth management approaches and perspectives, tailored to their specific situation.
We provide advanced custom plans that can help maximize value and mitigate risk. These include estate planning, business continuity planning, charitable planning, tax efficient financial modeling, and wealth management. We often become an informal extension of our client’s family office, providing specialized advice in several core competencies. While each individual family office can be constrained by the limitations of dealing with a single family, we benefit from dealing with multiple family offices, allowing us to synthesize strategies from a wide exposure to innovative ideas across sophisticated family office-run institutions.
Family legacy is at the core of our business.
No one knows your business, or your family, better than you do. Our advisors will listen to and understand your wealth goals as they relate to your lifestyle, business, children, philanthropy, and other aspirations.
Coupled with the expertise of our legal, tax, and other trusted partners, our comprehensive research includes, but is not limited to, analyzing your balance sheet, current investments, existing estate planning strategy, and other financial structures that may impact your wealth.
We conceptualize ideas for new strategies to enhance your existing planning and to further protect you against potential risks and optimize your wealth. After identifying and assessing additional opportunities, we present you with information to empower you to select options in furtherance of your goals.
We translate your overall financial objectives into a tactical action plan that includes asset allocation, specific investment vehicles, and insurance solutions—overseeing the execution of all the plan’s aspects.
We meet regularly with our clients to review investment performance, assess progress, discuss new events and consider plan changes and enhancements that might impact your wealth.
We continually search for ways to better optimize your financial strength. We can’t predict the future, but we can help you plan for it.