Simplifying the complexities of family wealth
Managing prominent wealth requires a dedicated level of service and tailored investment offerings. A focused discipline on integrating investments with sophisticated planing techniques helps us maximize clients' financial legacy.
Our sole pursuit is to act in the best interest of our clients
While each set of needs may differ we offer consistency through a proven approach. Our philosophy is that trust is earned and not given. Our clients represent leading families, executives, and public figures. This network allows us to connect like parties with common needs and questions.
The ultra high net worth process
We constantly challenge the status quo to better manage wealth
Outline client goals.
Define risk tolerance.
Review key risks.
Align with estate plan.
Review tax implications.
Determine investment strategies.
Perform due diligence.
Uniquely tailored portfolios.
Investment policy development
In-house portfolio management
Dedicated cash management
Actively managed bond portfolio
Core & alternative asset class oversight
Allocation & rebalancing oversight
Cash flow management and forecasting
Private travel coordination
Aircraft / watercraft management
Real estate strategy review & coordination
Family education & communication
WEALTH TRANSFER PLANNING
Estate administration & beneficiary education
Cost analysis & negotiation of trustee fees
Agent for trustee compliance & trustee fiduciary services
P&C insurance assessment
Life insurance analysis
Carrier solvency reporting
Donor-advised funds & personal giving programs
Foundation & grant administration
Tax preparation & filing
Year-round strategic reviews
Personal and business compliance