Multi-Disciplinary Team Approach

The Dedicated Advisory Team is the central resource for all wealth management needs. We assign a primary and secondary advisor to every client. This advisory team will deliver integrated wealth management services including:

  • Customized investment policy development
  • Investment strategy, education, advice and implementation
  • Cash flow, liquidity, credit and balance sheet planning
  • Concentrated stock position management and pre-liquidity planning for private business

The Family Wealth Planning Services Team works closely with clients' CPAs, attorneys and other professionals to create and deliver integrated planning strategies, including:

  • Estate and wealth transfer planning
  • Tax planning
  • Philanthropic planning

The Investment Consulting Team acts as our clients' “Outsourced Chief Investment Officer.” Clients have direct access to our investment professionals who identify and gain access to top tier investment managers all over the world.

The Operations Team handles all cash management, trade execution and reporting functions.