Serving your family starts with knowing who you are. We begin by meeting with your family and understanding your personal situation. A dedicated team of professionals attend our meetings so we can better capture, understand and invest for all of your goals, priorities and aspirations.
By facilitating multi-generational family meetings and providing financial education and investment counsel, we help ensure that you and your family have a complete understanding about the day-to-day management of your investments. We foster a culture of care, develop relationships with your family members and communicate with your other professional advisors to better coordinate your financial resources and sustain your family's wealth for generations to come.
Your needs and those of your family are met by our entire team – not just one individual or portfolio manager. You'll benefit from the knowledge of our professionals who are all available to assist you and answer your questions. As your family's needs evolve, we are able to draw on our experiences to provide the perspective and best in class solutions for you and your family.
You're always at the center of everything we do. We are here to serve you with prompt responses via the telephone, email or personal meetings, when you need them. As a fiduciary, our entire team acts solely for your benefit as a guardian and steward of your wealth.
To help you manage the complexities that come with accumulated wealth, we offer bill paying and financial administrative solutions to assist in the management of your homes, household staff, tuition payments and other recurring expenses.