We have decades of experience investing on behalf of sophisticated, multi-generational families across asset classes and investment cycles.
Customized investment portfolios based on individual client needs
Access to leading managers across both traditional and alternative asset classes
An independent investment process focused on providing unbiased recommendations
Ability to structure both active and passive portfolios
Integration with tax and estate planning
Experience in sustainable environmental, social, and governance oriented strategies (ESG investments)
While our goal is always the same – to prudently grow existing wealth while preserving capital – we recognize that each client is unique.
Our reputation as patient stewards of capital affords our clients access to certain managers that may be difficult to access.
Our firm has served individuals and families of substantial means for over 50 years.