Investment Management

While individual plans vary, our investment approach is universal. We manage fully diversified portfolios designed to minimize volatility, protect capital, and generate attractive returns over time. We combine both analytic tools and qualitative judgement, and take a disciplined approach based on four fundamental principles: risk management, long-term orientation, diversified and relevant investments.

Venture Capital

Well diversified portfolios are often well served by alternative investments. Venture Capital serves as an effective means to expose investors to innovative and fast growing private enterprise. While private businesses now, they aspire to grow until acquisition or IPO which presents the liquidity event that compensates investors.

Financial Planning

Planning is at the core of every relationship we build, every service we provide, and every financial move we make. Your plan is built on your goals, which serve as our financial guide whether we’re coordinating with your tax preparer or recommending an investment.

Personal Concierge

We know how complicated life can be. That’s why we offer services designed to simplify it. We can plan your travel, supervise your relocation, ship your vehicles, arrange your entertainment, pay your bills, and handle a variety of other family matters. We deal with the details and distractions so you can focus on what’s important in your life.

Family Governance

As families and wealth grow, it is important to set up a structure to navigate the challenges that come with a complex family legacy. How do you handle, for example, a transition in the leadership of a family business, or more generally, fairness to family members? We facilitate family meetings to identify and discuss issues and plan for the future

Risk Management

Planning for the unexpected is one of the most difficult and important aspects of wealth management. We work with asset protection specialists and insurance providers to help minimize your risk and protect your assets. We focus on life, health disability and property, casualty, and captive insurance.

Tax Planning

Taxes impact how you develop and execute your financial plan. We offer year-round tax planning, not just end-of-year compliance, to optimize your savings. We team up with your agents, accountants, and other outside advisors to understand your complete tax picture and help ensure your liabilities are minimized and your deductions maximized. We research and consult, providing insight into tax implications of investment decisions on corporate, foundation, estate planning, marital agreement, and other wealth management issues.

Private Banking

A strong relationship with banks can offer efficient and accurate transactions. Our long-standing relationships with private banks and financial institutions allow us to provide you with integrated financial solutions, both credit and cash management, and seamless service to meet your specific banking needs.