Wide-reaching in our service
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We offer the full range of wealth management services for our clients to achieve their goals.

Integrated Approach

We provide full-service wealth management tailored to each client’s desired objectives, risk and performance. We understand the unique and diverse challenges individuals and families face, from the demands of everyday life to the responsibility to future generations. To meet these complex needs, we serve as both financial and investment consultant, managing clients’ distinct investing, administrative and financial planning needs. We work as part of their integrated team, helping to build consensus among family members, estate attorneys, accountants and other professional advisors to secure the best advice for every situation.

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Consultative Services

We offer a complete array of financial, investment and lifestyle services, which we tailor to the goals of an individual or a family:

  • Goal identification & prioritization
  • Creation of a formal Investment Policy Plan and Statement based on comprehensive review of client specifics (income needs, tax status, etc.)
  • Asset allocation & risk management
  • Dynamic portfolio construction
  • Manager selection (traditional & alternative)
  • Due diligence
  • Monitoring, managing, manager accountability
  • Portfolio rebalancing
  • Strategic access to established & emerging alternative managers
  • Consolidated performance reporting, attribution, benchmarking, analytics
  • Estate planning & trusteeship services
  • Family governance: education, legacy planning/continuity, philanthropy
  • Concierge services: accounting & bill paying