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 investments, both as principal and wealth managers.
Capability
We are leading financial professionals with deep experience in public and private investments, 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.