The Firm

Our Advantage

We work exclusively with affluent families. Our sole focus is on designing solutions to their investment and wealth management needs. Being a private Family Office, we are truly aligned with our clients’ interests.

Private and independent

We are privately-owned and fully 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

Because we’re a true multi-family office with an active founding family, we have a first-hand understanding of the issues associated with managing wealth and the more sophisticated solutions available.


Our co-founders’ capital is invested with the same managers as our clients’ capital, and under the same fee schedules. We therefore negotiate lower management fees wherever possible.

Open architecture

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.

Unconflicted compensation

We are compensated solely by our clients on a transparent fee basis; we receive no third party compensation.