Focused on you

We serve a wide variety of ultra high-net-worth clients. They have different backgrounds and unique values, but they all have one thing in common. They are all focused on maximizing the potential of their wealth—whether to impact the lives of their loved ones, to ensure their legacies for generations to come, to extend a charity’s mission, or to help sustain a company’s balance sheet today and tomorrow. We work closely with each to prudently manage their assets and liabilities, so they can achieve everything they desire.



We serve entrepreneurs who launch and manage successful businesses by translating their compelling ideas and passion into valuable assets. We understand this mindset, because we get involved early on with you, before you have a company and intellectual property to sell. From corporate structuring and taxation to bringing you investment opportunities and helping ensure you receive maximum value for the business you built—and beyond—we are with you every step of the way



We serve corporate executives who lead publicly traded enterprises and have amassed wealth through equity ownership. We understand your situation because we specialize in working with clients who have concentrated wealth. We help you manage the risks inherent in concentrated stock positions—and when the time is right, we help with an exit strategy to sustain your wealth through the next career move or retirement. We also can advise on any investment banking transactions, by marshalling the right third party partners who share our commitment and values.


Multigenerational families

We serve multigenerational families who look to perpetuate their wealth through sound management and adherence to clear values and governing principles. We understand how the true wealth that passes from generation to generation is measured by values and not by dollar signs. From staging family meetings to mapping out succession plans, we focus on showing how wealth, when guided by strong values, can be a tool to build an enduring family legacy.


Charitable foundations

We serve charitable foundations that are designed to pursue their stated missions through proud citizenship, thought leadership, and the smart management of their assets. We understand what it takes to be called on to help, to bring expertise, and to share in the accountability of a mission that transcends dollars and cents. We have proven experience working with perpetual institutions to provide endowment investing and management, as well as compliance and governance reporting, so your focus can be on the benefits and positive impact of the mission you support.



We serve private and public companies who need professional management of their cash and fixed income assets in order to deliver superior returns to their shareholders with minimal risk. We understand your company responsibilities because we work with small enterprises as well as global businesses, who all share the critical need for smart and reliable cash management. Our primary focus is to establish sound procedures, identify safe investments, and provide transparent reporting to meet your expectations in planning for your firm’s financial durability.


Discover more about how we can help you enrich your life.