Who We Serve
Our goal is to foster the opportunity for family members to be adequately prepared for the task of living with and managing the accumulated wealth bestowed upon them. We assist current family fiduciaries in establishing appropriate levels of responsibility for, and control over, that which a beneficiary receives.
Individuals
With investment assets of $10 million or greater, desiring financial and investment management planning.
High Net-Worth Families
With investment assets of $20 million or greater faced with complex wealth management, including multifaceted organizations, partnerships.
Family Offices & Institutions
With investment assets of $100 million or greater, with an intricate financial structure and complex implementation and administrative issues.