Our work with clients spans long term investment objective-setting, as well as plans for investment strategy, process and infrastructure. We solve for an asset management solution that is integrated with each client's total family enterprise, tax considerations, estate planning, and governance priorities.
We provide investment management strategy, direction, recommendations, and oversight. We regularly confer with, and can coordinate across, a family's trustees, major custodians, investment consultants, accountants, and lawyers. Our goal for each client is a process that is effective, secure, fairly priced and built with appropriate checks and balances.
Once plans are agreed, we work with clients to build a complete wealth management infrastructure: execution, administration, and communication.