We enable our clients to enjoy their wealth by providing them an integrated set of sophisticated investment management, wealth planning and reporting services.
Strategic Wealth Management & Financial Planning
We will provide better understanding and integration of your entire financial picture because we take the time to understand your history, goals and needs up front. This is what our wealth management and financial planning services aim to do. Our clients always come first. As we incorporate many different aspects of your financial life in our strategies, we package our services in a way that’s clear and easy for you. Our team of specialists will adapt with your preferences and life changes. They will work with you through every step of life – from buying a home or yacht to planning for wealth transfer or a business sale. We create and implement strategies that are tax efficient and supportive of your long-term goals.
Investment Management
Our team is driven and inspired to serve the client’s best interests. We communicate and monitor your investments with proactive correspondence and timely reporting. Our wealth management strategy was specifically designed for families of significant wealth to meet their unique needs. We customize our investment approach by first recognizing your needs and creating a strategy that’s based on your goals, risk tolerance and other preferences. We serve as your partner, providing you with professional advice, access to resources and knowledgeable investment managers.
Tax & Bookkeeping
We understand the tax issues that affect you and your family. We provide in-house tax planning, return preparation and tax payment services alongside bookkeeping and bill pay. We use our expertise in tax planning to provide comprehensive and proactive tax services that minimize your tax burden while maximizing compliance with the law. We provide administrative support to ensure timely payment of financial obligations and detailed reporting.
Family Education & Governance
We offer Family Education Series events, typically held at lunch, give clients the opportunities to learn in an engaging atmosphere with other families. Our advisors are trained to work with family members directly on a variety of difficult issues. We can develop customized education strategies in the areas of communication, emotional intelligence, leadership and problem solving – all in service of helping the family move through generational wealth transfer in a healthy and holistic way.
Trusts & Estates
We can serve as trustee, co-trustee or agent for trustee to ensure effective trust administration. Our trusts and estates team thinks in terms of multi-generational legacy. We build deep relationships with family members while providing coaching and mentorship to prepare future generations to be successful beneficiaries. Trusts offer unique benefits of privacy, continuity and safety, but can also create unique challenges.
Full-Service Wealth Management
We provide financial planning, investment management, and trust services, all under one roof. We work with you and your family to help you envision and simplify your entire financial life. We are committed to providing superior investment performance by utilizing select, difficult-to-access managers in a full range of asset classes that are located globally.
We are a fully independent, investment and wealth management firm that serves our clients as a multi-family office. Our comprehensive resources and innate desire to serve allows us to give advice that is objective and focused on your best interests. We serve as your partner and treat you as an extension of our own family.