“Great things are done by a series of small things brought together.”

Vincent Van Gogh

Family Investment Office

We have a deep understanding of the complex needs of affluent families, which often include multigenerational considerations and philanthropic commitments as well as a desire to preserve and grow wealth. Our approach is holistic, customized, and highly collaborative. We offer a full suite of financial, estate, charitable, and tax planning services as well as comprehensive reporting, investment program governance, risk management, and administrative support.

We seek to balance the clinical aspects of wealth management, such as tax minimization strategies or concentrated single stock holdings, with the “human element”, which includes factors such as your unique personal aspirations and willingness to bear risk. We serve each family with empathy, skill, and professionalism, and our employee ownership structure creates stability within our team and a strong alignment of incentives between the firm and our clients.

Institutional Advisory

We serve as the “Outsourced Chief Investment Officer” for trusts, charitable entities, and qualified retirement plans, helping trustees and fiduciaries fulfill their commitments while emulating the best practices of leading endowments, foundations, and pensions. As part of our service, we perform an Enterprise Assessment, focusing on the complex interrelationships between each client’s organizational mission, investment goals, and risk tolerance.

We then design and oversee multi-asset class, multi-manager investment programs tailored to the unique risk, return, and liquidity needs of each client, and assume responsibility for asset allocation, investment manager selection, portfolio rebalancing, risk management, and investment reporting. Our goal is to build enduring partnerships by helping our clients meet or exceed their investment goals while delivering timely thought leadership and proactive client service.