Our experience allows us to better serve the unique tax situations, intra-family dynamics, philanthropic desires, and investment requirements of ultra-high-net-worth individuals. We frequently function as our clients’ outsourced Chief Financial, Fiduciary, Administrative and Investment Officers, helping to guide them through the most suitable family office solutions for their specific needs.
Our unique total balance sheet approach uses proprietary technology that we’ve developed to provide a comprehensive, real-time view of an entire family’s balance sheet. This 360-degree view allows us to identify and understand all the ways in which family financial decisions impact one another – from taxes, to investment risk and return parameters, to wealth preservation and liquidity requirements. The exhaustive discovery efforts behind creating each family’s balance sheet underpin every decision that we make for our clients.
Our dedicated research team performs comprehensive asset class and manager evaluation. We perform due diligence with the sole purpose of providing independent assessments and exclusive investment recommendations for our client portfolios with an overlay of risk controls. We are respected for embracing contrarian perspectives and alternative investments, pioneering the team approach to integrated family office management, and building a world class in-house research capability.
We help clients navigate complex financial situations by delivering objective advice that’s based on an integrated and comprehensive solution. Dedicated client teams – comprised of leading professionals that span multiple disciplines – provide a unique ability to help clients make decisions based on the aggregate picture of a family’s entire portfolio.