Ranked #4 on Barron’s 2024 Top 100 Financial Advisors
For over 40 years we’ve guided high-net-worth individuals, families, trusts, foundations, and endowments throughout changing economic landscapes and market cycles.
We start with a conversation. You and two of our Partners will establish your financial goals, appetite for risk and other personal, business and family considerations. Together, we’ll define aspirations for yourself, your family and the people and organizations you care for so you can enjoy your success; now and later.
Free at last. Finally, you have the time to enjoy the assets you’ve accumulated. Our team will help generate an investment plan and income stream to meet your lifestyle needs, reduce vulnerability, and help you leave the legacy you desire.
Whether you’re looking to efficiently transfer your wealth to the next generation or seeking keen oversight of your endowment or foundation, our team will provide guidance and insight toward achieving your goals and objectives.
Tailored Financial Solutions To Support Your Desired Lifestyle.
Advisor Voices
We construct diversified portfolios customized to your specific risk tolerances and changing economic environments.
Our team will conduct an in-depth review of your personal values, motivations, finances, investments, and business affairs to develop a plan that is customized to your life. Integration and long-term planning is key.
A thorough estate plan includes a host of family essentials, including gifting and estate transfer, end-of-life planning, guardianship of underage children, the stewardship of assets, philanthropic desires, and more.
Give More. Save More. We advise simple, flexible and tax-efficient ways to support your philanthropic desires.
Our team will look to maximize your resources in a tax-efficient manner so you can achieve the retirement you want.
It’s the ultimate paradox—more wealth means more to manage, and more to manage means less time to devote to enjoying wealth. The value of our family office services lies in the ability to identify these pain points for our clients and solve for the paradox of wealth.
Although an initial public offering or sale of a closely held business may position you to accumulate substantial wealth, a liquidity event will often produce new tax and legal obstacles. If properly planned for in advance, many of these new challenges can be effectively addressed.
As your outsourced Chief Investment Officer, we offer planning and asset management solutions to non-profit organizations, ranging from private foundations to organizational endowments and retirement plans. From meticulous portfolio construction and investment diversification to investment policy construction and compliance monitoring, our team assumes investment management responsibilities.
As a client, there are various ways in which you can approach responsible investing. We work with you to determine what environmental, social and governance considerations fit best for you and your portfolio.
The Partners invest our personal capital side-by-side with our
clients in the
same investment strategies.
CNBC HALFTIME REPORT
No two investors are alike, and we believe a portfolio should reflect that. We design and manage customized portfolios, adjusting for changes in family, business and a Foundation’s circumstances. Whether you’re still working and saving, or retired and focused on your Endowment, our customized strategies are developed to meet your unique needs across all major asset classes.
OUR THREE-DIMENSIONAL APPROACH
Portfolios typically reflect a multi-strategy approach, including Core
Fixed Income, Market Related and Less Market Related investments, and where
appropriate, Special Situation investments.
Our advice is
unconflicted. When allocations include equity and/or alternative strategies,
we’re open-source and typically engage outside portfolio managers. We select the
most appropriate manager or managers within each asset class based on your
return objectives, risk tolerance and liquidity requirements.
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