The firm advises a select group of individuals, families and foundations.
Many of our client relationships extend over multiple generations and include complex investment and tax planning matters. Our goal is to provide valued advice on all aspects of each client’s financial affairs. Each client relationship is led by a partner who is actively involved in the day-to-day aspects of the client relationship and is supported by our investment group and our client services and administrative staff.
We provide a full range of reports to clients, including monthly performance, asset statements and quarterly commentaries. We have a reporting process that allows us to aggregate all client assets to provide a single comprehensive financial report. We have invested significantly in technology and operations, which allows us to offer a comprehensive level of reporting through our client reporting website.
With an investment record that goes back decades, we have a level of expertise that allows us to invest in strategies that we consider to be highly sophisticated and complex.
Our goal is to design an asset allocation tailored to each client’s risk profile and unique personal requirements, with an overall focus always on the preservation of wealth.
To accomplish this, we invest with reputable managers who we believe can provide attractive risk-adjusted returns. In this effort we invest across asset classes globally, including fixed income, equities, hedge funds, private equity, and real assets.
Estate & wealth planning
We believe our integration of wealth management and estate planning allows us to develop differentiated tax efficient investment advice.
We are actively involved with clients in formulating an estate plan, drafting wills and trusts, establishing private foundations and implementing sophisticated wealth transfer and charitable giving strategies. Our estate planning and legal services are provided by our affiliated law firm. We believe the impact of taxes on wealth creation is often overlooked. Our partners’ extensive experience in tax enables us to assess the tax consequences of investments and to utilize structures to minimize taxes where appropriate.
The combination of our investment advisory business and legal practice allows us to act as a trusted advisor to clients on a broad range of personal financial and tax-related matters.