Family Wealth: Your Partner in Prosperity

As a trusted alternative to the generic service offerings of large-scale banks and brokerage firms we offer partnership with an independent expert who understands and champions the unique needs and goals of your family across generations.

We specialize in delivering more service at lower levels of wealth – a level of service and support once available only to families with 50-100M is now available to those with 10M in combined multi-family wealth.

As your “Partner in Prosperity” we offer a range of service levels to meet the specific needs of your family:

Investment Focused Services
Focus on investment process, strategy, policy, asset allocation and asset modeling

Wealth Management Services
Focus on broad wealth preservation with the goal of transferring the money to multiple generations.

Holistic Services
Focus on comprehensive investment, wealth and lifestyle management services that help families define and achieve their goals concerning “what the money is for”.

Leveraging the Power of Technology
As a leading edge independent family wealth partner, we offer a wider choice in outsourcing partners and technology resources than those available to traditional banks, trust companies and brokerage firms. This expanded capability offers critical advantages in key aspects of wealth management

• Asset Management
• Asset Allocation
• Responsive Rebalancing Capability
• Analysis and Reporting