Our approach
Every day we bring our expertise, professionalism, integrity and client-first ethos to bear on realizing our clients’ unique near-term goals and long-term aspirations.
Our partners have been responsible for more than $50 billion of alternative investments², both as principal and wealth managers.
² This figure represents alternative investments that were made by the firms with which the Collaborative principals were employed in senior roles prior to employment with the Collaborative. While certain of the firm’s principals participated directly in decisions to make alternative investments, a material portion of this $50 billion figure represents alternative investments overseen by firms that Collaborative principals served in senior and operational roles (in addition, in some cases, to investment-related roles). Collaborative is not claiming that Collaborative principals were the sole or principal decision makers in selecting any material portion of the alternative investments that the figure represents, nor does Collaborative make any claim concerning the performance of the $50 billion of alternative investments noted.
Capability
We are leading financial professionals with deep experience in public and private investments³, tax strategy, estate planning, philanthropy and lifestyle management with a peerless network to optimize opportunity in the private and public markets.
Candor
Transparency and clarity characterize our conversations. We listen, learn and leverage our expertise to find the strategic answers that resonate with each family: your plan, your goals, your hopes.
Confidence
Our track record of investment and advisory success reflects the trust of some of Wall Street’s most demanding clientele. Service-driven, we focus all our resources on structuring and implementing solutions that earn your confidence every day.
³ Support for the experience of our firm’s principals can be found in each of the firm’s executive’s bios on this website, and additional information concerning the experience of our other principals and professionals, and our team’s investment expertise, is available upon request.