We work with our clients throughout their entire financial lifecycles

Since none of our clients has precisely the same needs, we do not have a one-size-fits-all menu of services. We strive to provide peace of mind for all our clients throughout their financial lifecycles, so our involvement and roles often vary over time, drawing on our broad investment and advisory capabilities.

We work with our clients throughout their entire financial lifecycles

Since none of our clients has precisely the same needs, we do not have a one-size-fits-all menu of services. We strive to provide peace of mind for all our clients throughout their financial lifecycles, so our involvement and roles often vary over time, drawing on our broad investment and advisory capabilities.

We focus on where we add value. Our expertise and experience complement & enhance those of our clients and their family offices

In serving over a dozen families, many for decades, we lend deep expertise in:

  • Personal and financial objectives set in the context of long-term cash flows, in addition to incorporating concentrated investment holdings

  • Strategic asset allocation, investment selection, portfolio construction, oversight and reporting

  • Collaborating with family offices or building and quarterbacking virtual family office teams of legal, accounting and tax experts to address trust and estate goals, tax optimization and administrative needs.

  • Acquisition and disposition of direct investments and concentrated positions

We focus on where we add value. Our expertise and experience complement & enhance those of our clients and their family offices.

In serving over a dozen families, many for decades, we lend deep expertise in:

  • Personal and financial objectives set in the context of long-term cash flows, in addition to incorporating concentrated investment holdings

  • Strategic asset allocation, investment selection, portfolio construction, oversight and reporting

  • Collaborating with family offices or building and quarterbacking virtual family office teams of legal, accounting and tax experts to address trust and estate goals, tax optimization and administrative needs.

  • Acquisition and disposition of direct investments and concentrated positions

We integrate our expertise with other professionals’ advice to create harmonized solutions

We do not ourselves manage portfolios of individual stocks, bonds or other securities for clients, eliminating a common source of conflicts of interest.

WE DO NOT

  • Take custody of our client’s assets

  • Trade portfolios of individual securities

  • Sponsor or offer any in-house funds-of-funds or other investment products

  • Provide tax or legal advice

  • Provide “concierge” or bill-payment services

CAPITAL REVIEW

2024 Quarter 1

Global equity markets gained 8.1% during the quarter, led by a 10.4% rise in US large-cap stocks. Despite strong initial performances, markets retreated by 5.1% in early April amid rising US inflation and geopolitical tensions. In fixed income, the Barclays US Aggregate Index saw a 0.8% decline in Q1 and a 3.1% drop year-to-date.

Access Full Report

– or click a specific topic on the right