Wealth Management Services
WE UNDERSTAND THE
NEEDS OF ULTRA- AND HIGH NET WORTH FAMILIES AND OUR TRACK RECORD PROVES IT
We have grown our business primarily through referrals and exceptional client retention.
Comprehensive holistic wealth management and life planning focused on wealth preservation for generations to follow. We provide conflict-free investment advice and access to institutional level investments, including world class third-party managers, private equity funds and alternative investments.
Our meticulous portfolio construction process, based on insightful analysis of quantitative and qualitative research, is designed with the objective of preserving capital and growing the wealth of our clients by seeking to generate attractive, after-tax returns through unbiased, risk-adjusted strategies that outpace inflation.
Our family office team applies industry-best practices to meet the sophisticated needs of ultra-high net worth families and the businesses they manage. We are the family’s wealth steward in every financial facet. Through our forward thinking approach, we provide scalable solutions that are utilized by multiple family members, often multi-generational.
Family office services include family-level financial reporting, tax planning and tax efficiency counseling, private equity research and reporting, real estate investment strategies and reporting, tax efficient investment strategies, consolidated performance and tax reporting, margin lending solutions, philanthropy and family governance.
Whether it’s setting up trusts for wealth protection and transfer, identifying the intangible aspects worthy of consideration for the dispositive terms of your documents, working with you to extend your values in your legacy plan or establishing a charitable giving approach, we apply sophisticated planning techniques to your investment strategy. We help to form a plan tailored to your needs — a plan that will yield both peace of mind and a lasting legacy for you and your family.
We work with your existing attorney, seeking to reduce your costs while accelerating the impact of your estate planning. Amidst a rapidly changing tax and economic environment, our advisors are committed to helping you create a comprehensive plan.
Our advisors develop a comprehensive plan, customized to clients' multifaceted goals and objectives of personal lifestyle, family, and charitable legacies. Financial planning services encompass evaluation of insurance, taxes, retirement and executive compensation planning, including stock option management and deferred compensation, with a keen focus on tax efficiency.
We partner with your existing CPAs and Estate Attorneys, to provide strategic guidance, intricate planning, and oversight of development while enriching the legacies of our families.