Our clients
We are a next-generation, large-scale multi-family office for families and individuals with $25 million to more than $1 billion in investable assets. Together, we’re building a powerful network for those with complex needs today and an enduring vision for tomorrow.
Entrepreneurs and demanding professionals​
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Complex financial situations with a focus on wealth transfer and tax minimization
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Strong investment acumen and desire to influence investment allocation
Results-driven families
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Focused on integrated planning through complex financial transitions, from investments to philanthropic activities
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Coordination of information and goals across internal stakeholders and external advisors
Founders and sellers—liquidity event planning​
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Focused on wealth transfer and tax minimization​
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Proactive, flexible family office solutions to manage new liquidity and complexity that comes with wealth
The next generation​
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Building confidence in investment and planning decisions through continuous educational programming
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Values-driven and vision-oriented, seeking tools to turn intent into action
