To understand what we mean by wealth management, you’d probably have to ask our long‐time clients.
They would talk about management of all the details, the day-to-day help and advice, the development and ongoing refinement of the “plan”, and its steady and sure implementation across investments, estate transfers, and philanthropy.
More deeply, and personally, they would note that we’ve been there at many of life’s key moments providing needed counsel (whether of a financial, investment, or personal nature). We aren’t family—but that doesn’t stop our clients from thinking of us that way.
Illuminating Wealth Management
We search broadly for the best and most cost-effective solutions to the financial challenges faced by wealthy families. When the path ahead is uncertain, our independence provides the light needed to act decisively and with confidence.
Investment management & reporting
Financial record keeping
Family legacy planning & coordination with attorneys
Philanthropy planning & implementation
Social impact investing
Tax strategy & coordination with CPA
Financial modeling & goal setting
Asset purchases & leases
Business succession advising
Retirement funding & planning
Assets under management
Clients PER ADVISOR
CFA /CPA /JD
4 + 2 + 2