Welcome
We are a consultant and service provider to wealthy families and family offices. We provide client families with a comprehensive, multi-generational approach to administering their wealth. We specialize in effectively and proactively assembling and leading a cohesive team of expert advisors, including investment, wealth-transfer and tax specialists.
Our firm offers independent and unbiased counsel and will not accept commissions or placement fees for access to any third-party services.
Our four principals, Thomas R. Beecher Jr., Laura S. Hunt, Luke T. Jacobs and Lee C. Wortham have over 100 years combined experience in providing various services to high-net-worth families and foundations.
