provides unbiased, customized financial advice to wealthy families, foundations, and endowments.
From our New York headquarters, we serve approximately 100 families across the United States. Our clients are typically entrepreneurs, senior executives, small endowments, and multi-generational families.
Many clients ask us to oversee their investment portfolios and to provide integrated family office services. This integration of investment management and wealth planning provides clients with one group working together, seamlessly coordinating all of their personal financial affairs.
Other clients solely seek our portfolio management services.