Investment Counsel and Wealth Management
Our firm was designed after some of the most respected private family investment offices in the world. We provide comprehensive investment advice and disciplined portfolio management designed to fit each client’s unique circumstances. We serve in a fiduciary capacity. Our advice is purely objective and focused solely on our client's best interests.
Trust and Estate Planning Guidance
For many of our clients, protecting and preserving wealth through astute and proactive planning is as important as growing their portfolios. We guide clients in trust and estate planning, investment structure, philanthropic giving and foundation management. Our team draws on extensive multi-disciplinary professional backgrounds (legal, accounting and business creation) to work with clients and their legal and accounting professionals to design and implement strategies designed to preserve wealth and accomplish generational transfers and philanthropic goals.
Family Office Services
We assist clients with all aspects of their financial lives. We serve as an Investment Quarterback monitoring overall investment risk, return and structural efficiency. This includes consideration of all clients assets, including outside holdings such as real estate, private equity and other asset classes. We provide guidance on trust and estate planning, asset protection, business sales and philanthropy, and regularly serve as a resource regarding real estate, art, aviation and other significant acquisitions. We often guide clients on business and balance sheet management, and regularly serve as an independent advocate helping our clients negotiate private banking and lending services on exceptional terms.
