High-Net-Worth Financial Planning:
Life’s Financial Journey Begins with Your Goals and Objectives

Living the Life You’ve Earned

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.

It’s more than only high-net-worth wealth management advice. It’s the start of a cooperative partnership that supports your financial needs and goals for decades to come.

Enjoying your Retirement

Freedom at last. Finally, you have the time to enjoy the assets you’ve accumulated. Our team of private wealth managers will help generate an investment plan and income stream to meet your lifestyle needs, reduce vulnerability, and help you leave the legacy you desire.

Your input isn’t just accepted, it’s welcome. Our team develops a bespoke plan that aligns with your preferences and objectives, and not a simple list of best practices or general financial targets.

Establishing your Legacy

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. Our high-net-worth wealth management advisors recognize and appreciate just how important your wishes for your legacy are.

Your Needs. Our Mandate.

Tailored Financial Solutions To Support Your Desired Lifestyle.

“If it’s not good enough
for us, it’s not good
enough for our clients.”

- Richard Saperstein (Chief Investment Officer)

The Partners invest our personal capital side-by-side with our
clients in the same investment strategies.

Our high-net-worth wealth management advice is personalized to YOU.

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 individual needs across all significant asset classes.

With Street
Smarts

Portfolios typically reflect a multi-strategy approach, including Core Fixed Income, Market Related and Less Market Related investments, and, where appropriate, Special Situation investments.

As fiduciary high-net-worth wealth management advisors, 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.

Learn How Our Barron’s Top-Ranked Team Can Support You

Let's Talk

Speak with Richard and the Team