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375 Park Avenue
New York, NY 10152

Our Services

A Relationship That Grows with You

From long-term strategic planning to day-to-day coordination, we provide advice delivered by a team that has a complete understanding of your financial picture.

We are not solely focused on managing client investment portfolios. We go beyond this to help each client design a comprehensive financial plan that embodies your financial goals and values. 

Providing clients with fully integrated wealth solutions

Investment Advisory

From sourcing exceptional investment opportunities to developing a long-term strategy, we help you build sophisticated investment portfolios that are aligned with your objectives and goals.   

Our investment advisory services include: 

  • Bespoke portfolio construction tailored to each client’s risk tolerance and objectives 
  • Independent and open architecture enabling competitive and client-aligned investment solutions with a clear, transparent, and unconflicted fee structure
  • Dedicated in-house investment team providing access to leading managers across traditional and alternative asset classes, both public and private
  • Opportunistic investing in niche and emerging areas that complement core allocations 
  • Sharing insights and opportunities across global markets 
  • Monitoring and re-underwriting clients’ investments throughout their lifecycle
  • Experience in sustainable environmental, social and governance strategies  

Family Office Services

We offer a full suite of family office services that complement our wealth management strategies.

 Our family office services include:   

  • Comprehensive consolidated reporting, including the ability to report on non-managed assets 
  • Bill-payment and cash management services including budgeting, expense tracking, and financial reporting 
  • Oversight and management of tax reporting of investment accounts and coordination with accountants including planning and administration of tax payments
  • Assisting with all stages of the entity lifecycle including formation, compliance, and ongoing management
  • Assessing and advising on insurance coverage including oversight and coordination of insurance portfolios 
  • Design and administration of a customized philanthropic program 
  • A customized financial education program that can be specifically tailored for next-gen family members

Estate Planning

Since our founding, we have maintained an in-house law firm dedicated exclusively to our clients’ estate planning needs.    

Our estate planning services include: 

  • Developing customized estate plans and preparing wills, trusts, and other legal documentation 
  • Recommending and implementing wealth transfer strategies and philanthropic planning 
  • Administering clients’ trusts and philanthropic vehicles
  • Administering clients’ estates including preparation of estate tax returns and related tax filings  
  • Coordinating with clients’ accountants in connection with gift tax reporting 

Tax Strategy

We leverage our deep expertise in tax law to evaluate the tax implications of different investment strategies and to implement tax-efficient ownership structures where practical.   

 Our tax strategy services include: 

  • Analyzing investments and client portfolios and implementing strategies focused on improving tax-efficiency  
  • Reviewing tax filings and documentation 
  • Integrating the investments with tax and estate planning considerations 
  • Deep expertise with private placement life insurance 

Built Differently by Design.

Built For the Long Term

We believe in steady growth backed by exceptional client service. We have structured our firm so that it will be here for generations to come.

Built for Transparency

Our reporting is customized, comprehensive, and easy to navigate, so you will always have a clear financial picture.

Built for Service

We are passionate about what we do, and we measure success based on client satisfaction and the achievement of desired outcomes.

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Our focus extends beyond immediate financial gains. An important part of setting up clients for long-term success is ensuring that each client and their family members are financially fluent, empowered, and heard. We have years of experience working through complex family issues with professionalism, compassion, and understanding.Â