Our partners build careers, not résumés. Most have served the same clients for many years and intend to serve their families for many more.
Margaret leads the firm and chairs its Investment Committee. Her practice focuses on cross-asset allocation and the integration of digital and hard assets within traditional portfolios. She has spent more than two decades advising families on long-horizon capital.
David advises on intergenerational planning, with a particular focus on family governance, charitable enterprise, and the structuring of digital asset inheritance. He spent fifteen years in private trust work before joining the firm.
Jordan leads the firm's practice in cryptocurrency, precious metals, and commodities. Before turning to private wealth, Jordan spent a decade in commodities markets and was an early researcher of digital asset integration in advised portfolios.
Henrik leads manager research and the firm's allocation framework. His background spans fixed income, private credit, and global macro positioning, with prior experience at a regional asset manager.
Eleanor designs and manages the firm's most complex family office engagements, including multi-entity reporting and family education. She joined private wealth after a long career in corporate finance.
Marcus serves as trustee for many of the firm's families and chairs the Fiduciary Committee. His work spans traditional trust administration and the emerging discipline of digital asset succession.
“We grow only as quickly as we can recruit people we would entrust with our own families’ capital.”
