+ Investment Strategy

We construct diversified multi-asset class investment portfolios designed to manage risk and allow for long-term asset growth. We employ institutional quality due diligence and rigor and actively manage our portfolios through a combination of outside investment managers and direct investments.

+ Tax & Estate Planning

We work with attorneys, accountants, and other experts, along with our own experience, to design and implement estate and tax plans to efficiently pass wealth to future generations and philanthropic pursuits.

+ Family Office

We offer numerous services including bill payment, aircraft accounting, asset tracking, investment performance reporting, advice on insurance and financing options, and many others.

+ Philanthropy

We work in coordination with philanthropic experts and service providers to identify areas of interest and set goals. We use donor advised funds and foundations to invest charitable assets, and to coordinate funding, cash flows, and grants with the family’s overall financial plan and goals.