We will provide you with peace of mind when your wishes will be carried out and your family will be provided for in the manner you desire.

• Coordinate with outside professionals to create a structured estate plan
• Risk mitigation through asset protection
• Facilitating multi-generational and intra-generational wealth preservation
• Generational transitioning
• Gifting Strategy

Deliver exceptional, personalized service by working directly with a partner of the firm, supported by a team of dedicated professionals brought together to help achieve your goals.

• Consolidated performance, financial reporting and budgeting
• Online account portal to view all account information in one place, including held away assets
• Online personal storage vault to help maintain key documents
• Summary of assets, ownership and key contacts

We will prepare a personalized asset allocation and investment strategy to help achieve your financial goals regardless of where your assets are held

• Investment due diligence, selection and monitoring
• Outsourced investment consultants
• Partnership with your existing advisors to coordinate and maintain successful relationships
• Conduct ongoing review and monitoring of portfolio

Family meetings encourage open communication, establishing clarity, and identifying and defining for shared decision making for your family’s wealth.

• Private asset and lifestyle management
• Facilitation of family meetings
• Clearly defining the family values
• Empowering family members, through mentoring and education

Philanthropic objectives are becoming increasingly important to both individuals and families. We will help you and your family create a plan on donating in the future and help identify a charity or organization that is important to you.

• Philanthropic mission
• Philanthropic asset management
• Annual charitable gift planning
• Foundation management

Owners of wealth must ensure that risk management decisions are made with a complete understanding of what the family values, has at risk and how those risks can be managed.

• Managing liquidity and cash flow
• Risk mitigation
• Risk return optimization
• Coordinate insurance solutions to help manage risk and complement your overall wealth plan
• Coordinate property and casualty analysis and oversight

We will work with you to position your business for success to achieve the best results for your future and that of your business

• Understand your business vision
• Business succession planning
• Business introductory services
• Business advisory

We provide a wide range of customized solutions that are specifically designed to address the often unique and complex needs of high net worth individuals or their various ownership entities.

• Credit solutions as part of your broader wealth plan, working across both sides of your balance sheet
• Real estate
• Private equity
• Venture capital
• Hard asset lending
• Aircraft/yacht purchase