Our Services
Strategic Advice & Planning
Our clients typically develop a partnership with us much broader than simply investing. We advise the families and institutions we work with customized strategies around complex tax, estate, business, and other wealth planning issues to help preserve and grow their assets, diversify their holdings, and maintain a legacy for future generations. Our planning process includes holistic balance sheet oversight and thoughtfully tailored advice for business owners and entrepreneurs including business succession planning, introductions to potential capital sources, and corporate restructurings.
Investment Management
We seek to generate superior long-term returns net of taxes and fees utilizing efficient investment vehicles, many of which we use for our own families. Our investment process begins with a risk analysis, which leads to an agreed asset allocation plan. We employ proven specialized independent managers in each asset class in an “open architecture” approach to implement our asset allocation plans.
Socially Responsible Investing
Socially responsible investing (SRI) and environmental, social, and governance (ESG) investment strategies are growing areas of focus for our clients, and we believe sustainable investing can be integrated successfully to portfolio construction without sacrificing returns. We work with carefully-selected external managers to provide customized solutions for SRI/ESG investing that deliver competitive rates of return and meet our clients’ impact investing goals.