Welcome

We are privileged to advise a highly accomplished clientele, helping them unify multiple facets of their wealth to pursue their goals more precisely. A close-knit team, we are unified by our dedication to client well-being and our commitment to a high-performing service model that appreciates the distinctive needs of our clientele.

The clients who engage our advice tend to have busy lives and complex finances. We are skilled in helping them clarify their financial picture, discerning opportunities to grow and preserve their wealth more effectively. Many of the clients we advise are technology executives, real estate investors and entrepreneurs. Others are nonprofit organizations and institutions. To each relationship, we bring a genuine interest in what matters to the clients we advise—their goals, concerns, aspirations and needs.

Each client, we believe, has a singular story—one that we are gratified to be a part of, supporting their efforts to derive greater satisfaction and fulfillment from their wealth.

A perspective shaped by experience
The leaders of our team have worked with ultra-high-net-worth families for decades. As a result, they are deeply immersed in the intricacies of substantial wealth.

Our team is skilled in addressing the following needs:

• Tailored investment management. We look to advance the productive growth of client assets through a broadly diversified, multi-asset investment approach that is strategic, more than tactical. Our approach is both tax-sensitive and capital-gains sensitive.

• Wealth transfer initiatives. We often advise two and even three generations within a single family. Our objective is to help families capitalize on opportunities to reduce the tax burden on the passing of a patriarch or matriarch. We advance this goal through trust structures and philanthropic strategies designed to reduce their taxable estate, applying our knowledge of estate planning.

• Wealth planning. We view planning as an essential component of our outreach, allowing us to address key issues across the context of client wealth. Some of these concerns are quantitative, such as liquidity, cashflow, concentrated risk, tax analysis, pre-transaction planning and retirement planning. Others are qualitative, such as family wealth dynamics, nextgeneration stewardship, and long-term aspirations. We weigh these variables thoughtfully, helping clients uncover a more direct pathway to their objectives.

A high-achieving culture
Our overarching goal as a team is to make clients' lives easier and less stressful. Together, we look to deliver a client experience founded on customization and careful execution. We take pride in alleviating client stress, getting things right the first time, and reducing the administrative burdens of wealth. Our team culture is high striving:

• We listen attentively to clients, learning from them as much as we share our own knowledge. We believe in gaining a full appreciation for a client's situation before we prescribe any action.
• We are passionate in our desire to help, tackling issues, solving problems and maintaining steady momentum on long-term initiatives.
• We collaborate well as a team, delivering a consistent experience and advancing clear communication with a client's external tax and legal intermediaries. Together, we look to have a significant, positive impact on the people we advise.