The big firms say they can deliver the forward-thinking, bigger picture solution but from our experience rarely do. We really can. Our independent and entrepreneurial structure allows us to do it in a much more personal, efficient and economical way.
With the goal of bringing endowment-style investments to individual investors, we advise client families with a cumulative net worth over $1 billion. Learn how we can provide you access to asset classes, strategies and asset managers that are typically only available to the largest investors, such as endowments and pension plans.
Preserve and grow your wealth—in a way that's meaningful to you and your family.
Keep in the family what you have worked so hard for.
Design estate, gift planning and charitable giving according to your values and goals.
Navigate options for business income and liquidity events.
Simplify the complexities of wealth. We're in the business of providing you with our multi-family solutions, with access to all of the resources, services and choice you need.