Finding sanctuary in a complex world

No two businesses are the same and no two founders are, either. For years we’ve worked alongside successful entrepreneurs and founders as they’ve taken their companies full circle. 

From startup to rapid growth to liquidity, we understand your challenges and have the experience, resources and connections to help you plan proactively and make smarter decisions about how best to monetize your company.

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice. 

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come. 

Families with substantial wealth require skilled advice and guidance, and a keen understanding of complex family dynamics. We are adept at working with families like yours, helping you navigate the complexities that come with multiple generations and—often—jurisdictions. 

We help you forge a holistic plan for your wealth that considers the goals and aspirations of every generation and articulates a clear path to move you toward them. In the process, we consider a range of issues, including:

• Estate planning
• Wealth preservation strategies
• Family governance
• Next gen education
• Legacy planning
• Philanthropic giving

Family offices are as different as the families they serve—one size does not fit all. Our team brings decades of experience to helping navigate your particular financial, business and family interests as you seek to align your investment management and planning.

To address the wide-ranging needs family offices face every day, we serve as your single point of contact, helping to coordinate deep resources and expertise from across the firm, including the Investment Bank and Asset Management divisions. 

With a view to an enduring relationship with families and their advisors, we focus our experience and advice in helping you solve any challenge and pursue the opportunities that best serve you, your business and family, now and in the future. 

Your family is unique and deserves to be treated accordingly. We pride ourselves on our highly personal approach—what you might expect from a small, boutique firm. 

Our entire team is committed to building a relationship with you—and every generation of your family—that is grounded in trust and transparency. Above all, our aim is to take care of your financial life, leaving you to concentrate on what’s most important to you.

Our team has guided successful individuals, families, corporations and not-for-profit organizations in making the best financial decisions in every type of market environment. 

Our clients have benefitted from both our strategic understanding of complex wealth, as well as the deep problem-solving expertise we bring to families, foundations, associations and endowments throughout the country. 

As Private Wealth Advisors and Institutional Consultants, our experience and training provide an ongoing source of insight and collaboration.