Smart planning for executives
Smart planning for executives

We can help map out a plan for your wealth that takes into account your goals, needs and plans for the future. Backed by the resources of the broader firm, our team can help you make smart financial decisions, address your evolving liquidity needs and develop shrewd tax strategies so that you can move forward with confidence.
Whether you are tackling the timing of executing stock options or selling shares, our knowledge and experience can free you to focus on your future.
Learn more
A foundation for success
A foundation for success

Establishing an endowment or foundation is a major undertaking—one that deserves careful planning and expert guidance. We work with you to build a tailored investment strategy that supports your short- and long-term spending needs while remaining aligned with your mission, spending policy, risk tolerance and fiduciary responsibilities. We can help with:
- Crafting an investment policy statement
- Reviewing the investment process
- Providing ongoing monitoring, reporting and communication
Strategic consulting
Strategic consulting

Our team has guided successful foundations, endowments and not-for-profit organizations in making critical financial decisions to support their long-term mission.
We bring to our clients both our strategic understanding of complex investment and management needs, as well as our problem-solving experience.