A Family Office Approach to Wealth Management
Bespoke Investment Management, Exclusive Private Investments, and Comprehensive Family Office Services
Trusted Fiduciaries
-
Asset protection is our priority. We partner with the largest custodians to safeguard each client’s assets. Our personalized investment process optimizes asset correlation, aiming to reduce portfolio volatility and maximize returns.
-
Leveraging decades of research, we integrate public and private investments to achieve long-term growth. Our approach is guided by an endowment-style investing philosophy, which emphasizes strategic asset allocation to minimize market volatility.
-
We are forward thinking, with extensive experience advising founders globally. We understand the nuances behind tax strategy, estate planning, and charitable giving, and we work with seasoned professionals to create a custom portfolio design for each clent.
-
A successful approach examines the entire balance sheet, not just public securities. We provide decision modeling and balance sheet tracking, which may include art, jewelry, personal real estate, and concentrated company ownership, in addition to public and private securities. Our dedicated and responsive team utilizes the latest technology to deliver a modern family office experience.
Investment Management
Custom Portfolios with Exclusive AccessWe work with each client to build resilient portfolios that stand the test of time, investing across both public and private markets with the goal of achieving compound returns.
Outsized returns without outsized risksPrivate Investing
Private investing is just as much access as it is skill and experience. We take the work out of private investing by sourcing, performing deep due diligence, and managing your private investment portfolio. We seek outsized returns and aim to reduce overall portfolio volatility through our unique access and approach.
Family Office Services
We handle the finer points so you can enjoy the finer things We understand what it takes to run a family office. From bookkeeping to bill pay, private jets to household staff, each family is unique and requires a family office approach that is tailor-made.
