We work exclusively with affluent families. Being a private Family Office with an active founding family, we are truly aligned with our clients’ interests.
Private and independent
We are not affiliated with any bank, mutual fund firm or insurance company, nor are we required to consider the interests of public shareholders.
Family Office experience
As a true multi-family office with an active founding family, we have a first-hand understanding of the issues associated with managing wealth.
Our co-founders’ capital is invested with the same managers as our clients’ capital, and under the same fee schedules.
We access a comprehensive universe of global investment management capabilities, including many opportunities that are not generally available to public investors.
After tax focus
Because we deal solely with affluent families, we focus on after-tax returns.