Areas of Specialization
Asset Management
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; we have an overarching duty to act in clients’ best interests. Our investment outcomes are as personal to us as they are to you. In addition to our proprietary investment models, we provide our clients with complete open-source access to institutional grade hedge funds, private equity and other alternative investments from a wide variety of top investment firms.
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.
Financial Planning
Sound wealth management begins with conscientious financial planning. Your plan should incorporate your personal and financial goals into a comprehensive, customized road map 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.
Family office services
Wealth management is more than just managing your investments. We help you organize and manage everything important to you in your financial life. From investing in your next piece of real estate, to insurance and estate 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 family office services to pay bills, organize accounts, and more. Time is a resource more precious and finite than money itself. Our bespoke services mitigate daily hassles and lifestyle dilemmas to allow you to preserve your time for family, joy, and purpose.
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