$3.9 trillion
In invested assets globally
As of 12/31/2022
The life of a wealthy family is punctuated by financial and personal milestones. Your first major real estate investment. A liquidity event that rewards your hard work. The birth of a grandchild that leads you to think longer term. These transitions require a team who can help provide you with the confidence you’ve been looking for.
We build lasting relationships with the families we serve, taking the time to understand their most important priorities for today, tomorrow and the generations to come. We are passionate about learning who you are so that we can coordinate your entire financial situation in a way that reflects your values.
Experience, transparency and a relentless pursuit of knowledge are commitments that we believe all of our clients deserve.
What business owners need to know now to prepare for a successful sale
73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
How we seek to earn your trust
We have emphasis on client service, transparency and accountability. Education is one of our highest values. We never stop learning and improving in order to serve you better.
Our goal is to provide you with a level of service that allows you to focus more on living your life and less on managing the daily aspects of your finances. We tell you up front what you can expect from us, and we design a custom contact schedule based on your wishes.
You’ll know you can trust us because we share knowledge to help make you a more informed investor. We believe that when we educate people, we empower people.
$3.9 trillion
In invested assets globally
As of 12/31/2022
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
#1
Serving the next generation
Euromoney Private Banking and Wealth Management Survey, 2020-2022