Our firm’s capabilities are designed to cater to high-net-worth families by helping them make easier and more informed decisions.

We accomplish this by coordinating an independent team of advisors with specialized expertise in the key components of managing multigenerational wealth, working collectively in the best interest of our clients.

  • Our only source of revenue is from our clients
  • Our advice is aligned with our clients’ goals and designed to be in their best interest
  • All accountants, attorneys and investment managers utilized by our clients are independent of our firm
  • Access to institutional investment managers with reduced minimums and fees
  • Customized performance reporting with an accurate view of portfolio risk and return
  • Full control over analytical content, benchmarks and peer group comparisons for quantitative investment manager evaluation
  • Extensive qualitative investment manager research
  • Transparency to all client service providers with no hidden fees