Our global footprint
Our team has guided generations of sophisticated families, business owners and entrepreneurs, helping them build an integrated plan and streamline their complex financial lives. We are adept at understanding and helping solve even the most complex issues faced by our cosmopolitan, and often multijurisdictional, clients.
Whether you are a multigenerational family looking to craft a holistic legacy or an entrepreneur who needs assistance charting a course for their business and personal finances, our experienced team can serve as your trusted guide, offering targeted, tailored solutions that are part of a robust plan for your wealth.
Every affluent family looks to secure the financial future that they envision for themselves and their loved ones. Today, the best way to chart a successful course for your wealth is to consider a virtual family office—a solution that considers your family’s complex needs as well as your desire to preserve your wealth but also chart a legacy that reflects your family’s passions and priorities.
In these uncertain times, it’s more important than ever to ensure that your wealth plan is well aligned with your goals and expectations. We find that the best way to do this is through a stress test—taking a comprehensive deep dive into all aspects of your wealth.
Affluent individuals and families often fail to properly protect their most valuable asset: their home. Whether you own one or more homes, taking the time to ensure that you have the right level and type of insurance coverage can help you avoid common pitfalls and mistakes—mistakes that can be easily remedied but can prove to be costly down the road.
For many highly successful individuals and families, passing on your wealth can prove a surprisingly daunting challenge, and can raise often unexpected challenges and conflicts. Learn more about how you can prepare for, and help solve, the thorny issues that may arise as you work to arm your heirs with the skills and knowledge that they need to make informed decisions.
Learn how life insurance can be a key building block of a comprehensive wealth and estate plan—and a surprisingly versatile and flexible tool for optimizing your financial planning and addressing a range of needs, from effectively running a business to enhancing your charitable giving.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
Our global footprint
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2022
Private Bank for Sustainable Investing
PWM/The Banker Global Private Banking Awards, 2018-2020