A single touchpoint for all your financial needs
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
Your family’s values and legacy
Your family’s values and legacy
Multigenerational families require skilled advice and guidance. We have deep experience working with families of substantial wealth and can help you navigate the complexities and challenges that come with multiple generations and jurisdictions—all with the goal of ensuring that you are well positioned to optimize your wealth.
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.
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