Five disciplines.
One mandate.
Our practice is integrated by design. Most clients engage us across multiple disciplines, with a single partner coordinating every element of the relationship.
Wealth Planning
Strategic architecture across generations: estate, trust, philanthropy, and the unhurried art of intentional succession.
- ✦Multi-generational estate structuring
- ✦Tax-efficient transfer strategies
- ✦Charitable and philanthropic vehicles
- ✦Liquidity event preparation
- ✦Pre- and post-transaction planning
Investment Strategy
A discipline of allocation, not speculation. Public and private markets approached with patience and rigorous due diligence.
- ✦Strategic asset allocation
- ✦Concentrated equity management
- ✦Fixed income & municipal portfolios
- ✦Private equity and credit access
- ✦Hedge fund and real asset selection
Digital & Hard Assets ✦
Cryptocurrency, precious metals, and commodities — the asset classes most advisors avoid, held with the same fiduciary care as any traditional position.
- ✦Strategic digital asset allocation guidance
- ✦Qualified-custodian relationships across the major digital assets
- ✦Allocated and segregated physical gold, silver, and platinum
- ✦Multi-jurisdictional precious metals storage
- ✦Long-dated commodity exposure across futures and physical markets
- ✦Digital asset tax structuring and reporting
Family Office
Integrated stewardship for complex household balance sheets — bookkeeping, governance, education, and family continuity.
- ✦Consolidated reporting & accounting
- ✦Bill pay and household administration
- ✦Family governance facilitation
- ✦Next-generation education programs
- ✦Family meetings and retreat design
Trust & Estate
Fiduciary administration in concert with counsel. Trustee services, charitable structures, and intergenerational transfer.
- ✦Corporate trustee services
- ✦Trust administration and reporting
- ✦Charitable lead and remainder trusts
- ✦Family limited partnerships
- ✦International estate coordination
How we begin.
Introduction
An unhurried conversation, often spanning several meetings, to understand your circumstances, your aspirations, and the questions that prompted you to seek us out.
Discovery
A thorough review of your balance sheet, existing arrangements, and family context. We commission no plan until we understand the whole picture.
Stewardship
A long relationship begins. Most of our work over the following years will be reviewing, refining, and resisting unnecessary change.