The right moves for your financial future

Private Wealth Management

Solutions tailored for your unique life

Our experience collaborating with appropriate specialists throughout the firm enables us to customize the solution you need to pursue important goals.

Solutions tailored for your unique life

Multigenerational families

Multigenerational families

Entrepreneurs

Entrepreneurs

Are you optimizing the value of your company—and potentially your next venture?

Family offices

Family offices

Our team understands the dynamics of families working together to make important life decisions. Working with our centers of excellence, such as Family Advisory and Philanthropy Services, we can offer advice on family decision-making, business transition, wealth transfer and family office governance.

So many factors come into play when you’re considering selling your business. While it’s never an easy decision, our involvement in the very early stages of your thinking can add important insight into helping you exit strategically—and confidently.

Coordinating with your family office, we can help bridge generations and deliver an appropriate planning structure that addresses each are of exceptional family wealth. Our knowledge centers such as the Family Office Solutions Group offer deep experience to guide your family.

Together, we’ll explore highly bespoke opportunities that are focused on preserving your legacy, seizing opportunity and creating family continuity.

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    Mark Addessi

    Senior Vice President–Wealth Management

    Financial Advisor

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    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        1285 Avenue Of The Americas
        New York, NY 10019