Areas of Specialization
Our investment philosophy is simple: we manage your assets the same way we manage our own. Because this is our core methodology, our fiduciary duty is not theoretical, as it is in some firms. Our investment outcomes are as personal to us as they are to you. Based on a discretionary and proprietary investment strategy, we custom manage each client’s investment portfolio toward their multi-generational goals and priorities.
legacy & generational planning
A legacy is more than just legal documents; it’s a comprehensive strategy to lay the foundations for a future. A thorough estate plan includes a wide spectrum of components, including gifting and estate transfer, end of life planning, guardianship of underage children, the stewardship of your assets, your philanthropic interests and aspirations, and more. Along with your other legal and tax professional advisors, we evaluate all of these components carefully and comprehensively from reviewing documents to drafting tax efficient distribution strategies to implementing philanthropic giving plans. We will work with your family to coach the next generation on its financial education. We are here to help you put dreams into word and words into actions.
Sound wealth management begins with conscientious financial planning. Your plan should incorporate your personal and financial goals into a comprehensive, customized roadmap for your future that evolves at the pace of your life. We work side-by-side with you to review your plan regularly and to update it to reflect your changing needs and aspirations. More than just a binder with charts, our planning process is your GPS to long-term decision-making.
lifestyle & concierge services
Wealth management is more than investments so we help you organize and manage all that matters. From investing into your next piece of real estate to insurance planning to art curation, we work with our network of proven professionals to help support your lifestyle. Our best clients make the most of our lifestyle management and concierge services to pay bills, organize accounts, and more. Our bespoke services mitigate daily hassles and lifestyle dillemas to help free you to focus on family, joy, and purpose.