Get to know us
As an independent, privately held investment firm, Wealth Managers & Asset Managers, we are investors who take on our clients’ goals as our own. Each portfolio is constructed from the ground up, founded on solid investment principles, informed by deep experience in the management of private wealth, and designed to outperform.
Offering an objective, client-first approach, we serve a community of families around the world, providing:
- Unbiased advice from a firm that has no proprietary products or business agendas that might compete with our clients’ interests
- Deep client partnerships that enable truly customized service and one-of-a-kind portfolios
- Access to global investment ideas through a well-established global platform of manager relationships
- Nearly four decades’ experience helping families of substantial wealth realize their long-term investment goals and fulfill their legacies
We build long-term relationships with our clients, helping them at various stages of their investment lifecycles, whether to create a plan ahead of a liquidity event, prepare for generational wealth transfers, establish governance processes, or educate family members on how to preserve and grow their wealth. We assist many families in managing private foundations to support their philanthropic endeavors and can leverage our expertise in impact investing to reflect a client’s values and priorities within their portfolio strategy.
Whether you are a first-generation wealth creator, a family trustee, a business owner, or a fifth-generation family member continuing your family’s legacy, we can help you navigate the complexities of long-term investing to preserve and build assets over time and across generations.