We combine sophisticated research and strategies with detailed knowledge of our clients to provide solutions that embody their goals and objectives. You can rely on us to protect your family’s prosperity today and for the future.

Financial Consulting

• Asset Allocation Modeling
• Coordination of Retirement, Estate and Tax Planning
• Insurance Review

Portfolio Management

• Diversified Investment Portfolios
• Equity Investing
• Fixed Income Investing
• Alternative Investment Strategies / Hedge Funds
• Cash Flow Management
• Consolidated Performance Reporting Including Investments Held Elsewhere
• Single Stock / Concentrated Position Strategies

Advisory Services

• Independent, Objective and Non-Proprietary
• Best of Class Money Managers
• Unlimited Access to Investment Managers and Services
• Sophisticated Account Analysis
• Comprehensive, Consolidated Performance Reporting
• Fee Only; No Commissions or Revenue Sharing

Family Office Services

• Coordination of All Financial Affairs
• Highly Personalized Service Provided by Senior Executive and Multi-Disciplined Team
• Management of Multiple Entities
• Contract Negotiation
• Coordination with CPA, Attorney & Insurance Provider
• Insurance Risk Assessment, Negotiation, Placement and Management
• Document Review
• Domestic Administration Including Payroll, Hiring, Background Checks
• Household Bill Payments
• Family Meetings & Education

Trust Services

• Full Fiduciary Powers
• Fiduciary Administration and Oversight
• Bill Payment
• Coordination with CPA, Attorney & Insurance Provider
• Estate Settlement Services
• Custodial Services

Private Banking

• Customized Banking Services
• Personal Lines of Credit
• Real Estate, Mortgage, Home Equity Loans
• Margin/Stock Loans
• Preferred Interest Rates and Reduced Fees for Banking Services