Defining your priorities. Pursuing what matters.

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.

Shaping multigenerational family wealth

Our clients are deeply concerned about the role that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish now and for the long-term.

Together with our partners from Family and Philanthropy Advisory Services and Family Office Solutions, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family meeting engagement, governance and wealth education.

Guiding founders and business owners

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.

Strategic investment management

For all you want to accomplish, we bring you tailored solutions, innovative opportunities and a disciplined approach to managing your investments.

Always with an eye to how your investments fit into your broader vision for what you want your wealth to achieve, we can customize an investment plan that meets your unique needs and goals, including:

Portfolio strategy and asset allocation
Alternative investments
Private investments
Concentrated stock services
Stock option strategies, restricted securities
Customized performance reviews and consolidated reporting

Tailored family office services

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.

Business owners are a rare breed

Let our resources help you proceed with passion
You started your business with passion. We can help you bring that same drive to meeting challenges as you thrive and grow. Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.

You’re selling within the year

Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker who can help create competitive tension among prospective buyers and meet with potential acquirers, review offers and negotiate the sale
When appropriate, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

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You’re 3 years away from exiting

Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

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You’re considering an exit – in 5 years

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

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