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Simplifying The Complexities Of Family Finances


From legacy planning to tax advisory and compliance, we have everything you need to simplify your life … all in one place


Legacy Planning

When you’re trying to preserve a multi-generational vision, it’s typically not the certainties in life that keep you up at night, it’s the uncertainties. “What will the future hold and how will my family be prepared?”, “Who will take care of all this if I get sick?” These are tough questions we receive, and unfortunately a universal playbook of answers doesn’t exist. However, we’ve spent decades listening to our clients, anticipating these questions and developing long-term solutions that work for them and their families. The successful best practices and strategies we have implemented have helped our families create comfortable legacy continuity and sustain their wealth for generations.

Concierge Services

We provide a wide range of concierge and lifestyle services, anything from basic bill pay to private aircraft management, to buying and selling real estate. Delivering these specialized offerings requires a team that values hard work, high-touch service, trust and confidentiality. We proudly offer a refined level of personal assistance to our clients, drawing from the detailed-oriented, proven service providers on our team. No request is too large or small for us to take a white-glove approach in making sure everything is executed properly and to our clients’ specific requirements.

Investment Advisory

As our client's fiduciary, we represent their financial interests ahead of our own in every aspect of developing, implementing and maintaining their long-term investment portfolios. Our open architecture platform provides low-cost access to global portfolio managers, direct investments, real estate, direct indexing, fixed income and other private investments. Investing done well is not just about making money. Instead, it’s making sure your long-term investment strategy is synchronized with your family’s specific financial life goals, time horizons and risk appetite. We follow an academically vetted, evidence-based investment approach that historically has provided our clients with the financial fuel to live their ideal life.

Wealth Transfer Expertise

The nature of our business provides us the unique opportunity to collaborate with top estate planning attorneys and firms from around the country—coast to coast. The collaboration between our talented team and the trusted outside legal counsel who our families typically employ allows for some exciting best practice sharing and brainstorming. We often find that an innovative wealth transfer idea for one client family can be leveraged in other client situations. This allows us to provide clients access to incredible intellectual capital.

Banking, Custody & Lending

We employ an open architecture approach, utilizing an array of institutions—both national and regional, big and small. Quality, high-touch service is always a primary factor, but today we believe information safety and cybersecurity should be at the forefront of selecting a bank. As for lending and credit, we believe in elective relationships, not compulsory. When appropriate, instead of providing you one set of proposed loan terms, we’ll shop for optimal rates and terms, whether it be for a diminutive mortgage or a substantial aircraft loan.

Tax Advisory & Compliance

We understand that your most valuable commodity is time. That’s why we provide end-to-end management of our clients’ tax compliance with our in-house Certified Public Accountants and Tax Attorneys, or in partnership with a family’s external team of professionals. Our in-house tax team starts by coordinating all tax data collection. Then they leverage their deep understanding of our client families’ various entities, multi-generational goals and investment objectives to provide holistic tax advisory services with a focus on tax minimization. We take pride in alleviating the stress of tax management—allowing our clients to focus on what’s most important, their families and their business.

Financial Planning

The level of financial planning our clients look for requires a holistic approach and complete integration. Many firms can create a cash flow or tax projection. Our team takes an all-inclusive snapshot of some of the most complex financial situations and integrates the full-range of needs into one comprehensive plan. This process requires efforts from highly-skilled professionals across the firm—allowing us to add value in areas related to tax, estate, lifestyle management, legal expertise and more.

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