Services

We map your journey. We figure out where you are, where you want to go, and plot the most efficient route to get there, navigating roadblocks and taking
advantage of tailwinds along the way.

Strategically selecting and overseeing a portfolio of investments to achieve specific financial goals.  We help you easily understand your portfolio performance with highly personalized reports.

Our global-scale custodians are required to meet stringent regulations regarding the safety of customer assets: they must keep accurate records of assets, maintain securities in a controlled location, and meet net capital requirements.

We develop strategies to manage estate taxes, protect assets, and ensure wealth is transferred according to the family’s wishes.

In partnership with your tax team, we help you make informed decisions to reduce the amount of taxes you owe each year, ultimately helping to maximize your financial resources.

Research and analysis of your family’s cash flows to ensure liquidity needs are met for more effective wealth management.

Development and implementation of structures to support family governance such as family councils or assemblies. Financial literacy programs for family members.

Analysis and management of your family’s exposure to unexpected events that could negatively impact your financial goals.

Development of a philanthropic vision and strategy that aligns with your family’s values.