Client Engagement
We believe your wealth liberates you to live your best life. We seek to understand “the why” of your life’s goals: the people you love, the passions you savor, and the purpose you desire. We also will explore your concerns and dive deep into the personal values you wish to reflect in your investments.
Financial Planning
We jointly identify your key priorities that require capital as well as essential and discretionary spending. We then assess and measure the entire household capital base including residences, private businesses, human capital, investment portfolios, retirement accounts, alternative investments, vessels, aircraft, etc.
Investment Strategy
Our investment philosophy centers on an “All Seasons” approach that offers resiliency across a wide variety of economic environments and a relentless focus on after-tax results. We then leverage our network of institutional asset managers to access cost-effective investment strategies and differentiated opportunities.
Risk Management
Your household’s risks are multi-faceted. Our holistic approach identifies gaps that can be addressed via hedging, protective reserves, insurance, and other wealth management applications.
Philanthropy
Your wealth provides meaningful opportunities to make a difference in your community. We ensure your investment strategy matches your charitable goals and objectives via donor-advised funds, endowments, and private foundations.
Tax, Estate and Insurance
Our holistic capture and deployment of your household’s entire capital base provides opportunities to coordinate and simplify communication across estate planning attorneys, CPAs, and insurance providers.