Services

We offer a comprehensive set of wealth management strategies for ultra-high net worth clients. Our Financial Advisors work side-by-side with clients’ legal and planning professionals in order to gain a comprehensive view of their financial, lifestyle, charitable giving and legacy goals and values.

While we understand the needs and risk appetites of institutions, we realize they are comprised of people. That’s why we ensure each client has access to a full range of advisory and capital markets services, and the information needed to satisfy portfolio reporting, asset attribution and valuation, lending and audit requirements.

We focus on helping ultra-high net worth individuals and their families navigate complex wealth management challenges. From cash management to charitable giving, insurance and multi-generational estate planning, we offer a concierge service to help every client grow and preserve their wealth on their terms.

For qualified investors, we offer curated access to a wide universe of alternative investments and strategic guidance on portfolio allocation and management.

We continuously monitor the performance of each portfolio to help ensure expected results. We revisit the key planning assumptions throughout each year in order to identify opportunities to maintain the probability of achieving the plan goals. We then communicate with each family and their other advisors (with the client’s permission) along the way so everyone is informed as to the status of the accounts and recommendations.

Financial success today requires complex problem solving to manage the risks that can be directly seen, and those that cannot. We regularly evaluate and develop strategies for specific risk areas including:

• Market Risk
• Health Expense Risk
• Longevity Risk
• Liquidity Risk
• Public Policy Risk
• Tax Risks
• Inflation Risk
• Interest Rate Risk

Tax and estate planning strategies are critical elements of the work we do with clients. While we do not offer legal or tax advice, we work side-by-side with our clients and their CPAs and estate planning attorneys, as well as other advisors, to help ensure that the legacy today and for generations is being preserved.