Trusted Primary Advisor: Trust is the foundation of our client relationships.  We advise clients on all aspects of their lives that have financial implications.  We oversee both strategy and detailed implementation.  Our advice and services are highly customized for each client’s particular objectives and circumstances.

Sophisticated Investment Advice:  Our customized investment advice is grounded in a highly-developed investment philosophy and process.  We adhere to seasoned investment principles that maximize our clients’ risk-adjusted returns after taxes, inflation and fees.  We invest substantially in research to ensure that our clients see best-of-breed investment opportunities across all traditional and alternative asset classes.  Our recommendations are customized for each client’s specific circumstances.  We provide clients with all necessary reporting to evaluate performance and to track important portfolio data.

Integrated, Comprehensive Planning: We follow a structured process that comprehensively addresses all financial issues relating to the integration of investment strategy, taxes, compensation, spending, retirement planning, family giving and estate planning, philanthropy and foundation management, insurance, liability management and psychological issues related to family wealth.  We utilize sophisticated analytical and forecasting models.  Our comprehensive understanding of client affairs and our objectivity allows us to integrate strategic insight and detailed implementation.  

Coordination of Other Providers: We endeavor to simplify our clients’ lives.  Our approach is collaborative and inclusive.  We are very sensitive to pre-existing relationships and to the importance of specialized expertise.  We coordinate and work closely with other service providers including banks and brokerage firms, investment managers, estate planning and other attorneys, tax advisors, accountants, insurance advisors, philanthropy consultants, administrative staff and family office teams.  Working with many specialist providers allows us to stay abreast of new developments in all areas and to share state-of-the-art knowledge across our client base. 

Customized Research and Advisory Projects: We oversee client-specific projects as part of our core responsibilities as a primary financial advisor.  Such projects include: evaluating client-sourced investment opportunities; reducing single security concentration through competitive-bid hedging transactions; creating trusts and foundations; buying or selling a business; advising on major purchases such as homes, art or aircraft; developing a philanthropy strategy; negotiating major charitable gifts; counseling clients through major life transitions such as marriage, divorce or death; managing stock options exposure & trading strategies; negotiating executive compensation agreements; evaluating large insurance contracts; establishing compensation arrangements for family employees; and advising extended family-members as requested.