INSIGHT AND SOLUTIONS - BASED ON NEARLY 100 YEARS OF COLLECTIVE EXPERIENCE

We offer expertise in establishing long-term planning objectives and implementation strategies, and start by developing an in-depth understanding of our client families, including their wealth-transfer and philanthropic interests.  We help our clients to integrate investment, estate, tax and insurance programs through effective collaboration with existing family advisors and, when required, through access to renowned experts in all fields.

Our partners often serve as trustees and are seated on the boards of family foundations and holding companies.  We do not act as investment advisers or investment consultants which ensures our objectivity. 

We maintain a fully staffed office for our client families that provides oversight of all financial record-keeping in partnership with highly respected custodian banks.

Our clients are located throughout the United States and share a common desire to preserve and enhance their wealth for future generations and charitable endeavors.