Built for You
Drawing upon the depth, breadth, and diversity of our team, we personalize each advisory team to meet the unique needs of your family.
We’ve built a team culture where advisors and planning specialists can focus on their particular clients, bringing integrated depth to our advice and asset management, all working from a custom technology platform accelerating our ability to serve.
Who We Serve
We serve families of significant wealth ($25 million in investable assets and above) who will benefit from our full suite of wealth management and family office services.
• Private Business Owners
• Multi-Generational Wealth
• Trustees
• Family Offices
• Foundations
What to Expect
Portfolio Strategy & Investment Management
Our portfolio team serves the growth and preservation of your wealth by offering research and managed investments.
Next Gen Advising & Family Education
We provide advisory services to each generation of your family, and partner with them to become responsible stewards of your family’s wealth across generations.
Tax-Aware Wealth and Estate Planning*
In coordination with our partner specialists, we help facilitate future outcomes for your planning decisions, mapping the potential effects on your tax and estate plans to facilitate coordinated and intelligent decision-making.
Fiduciary Advice & Transparent Reporting
As Fiduciaries, we are legally bound to act exclusively in our clients’ best interests. Compensation is never determined by how or with whom we invest. Performance and fees are reported to you on a consolidated basis regardless of custodian.
Philanthropic Gifting
We partner with you to develop philanthropic planning that fulfills your values and your long-term financial interests, balancing your tax, estate, and wealth planning priorities across generations.
Trustee Support Services
Using our unique reporting capabilities and consultative approach we help trustees perform their duties efficiently and professionally.
