Our firm adheres to fiduciary standards of care, requiring that we act in the best interest of our clients first, foremost and always. Experience has demonstrated to us that the most talented advisors for wealthy families are independent of large institutions. Moreover, all investment managers, tax attorneys, accountants, investment custodians, and trustees serving our clients are independent of our firm, promoting a client focused team with the highest level of specialized expertise in the critical competencies required for managing family wealth.
We receive no compensation from any of the independent advisors employed by our clients, including no soft dollar arrangements with trust companies, custodians or investment managers.
