Our firm takes pride in delivering highly individualized services to our clients, adhering to independence and objectivity in all aspects of the investment advisory process. As a result of our wealth advisors’ experience as both managers and attorneys with the largest global investment banks and law firms, we are well versed in all areas of our clients’ personal circumstances, investments, and legal estate structures.
Our services include investment consulting, global asset allocation and acting as the Chief Financial Officer for ultra high net worth individuals and family offices. We draw on our experience advising sophisticated investors to work closely with our clients’ tax and legal counsel to develop and implement individualized strategies for our clients seeking to preserve, grow and transfer their estates to future generations and for philanthropic efforts.
In addition to our family office advisory work, we offer fee-only money management capabilities through an open architecture platform. This allows our wealth advisors to evaluate opportunities irrespective of the source or location of the underlying investment.