Roy Ballentine, Will Braman, and Coventry Edwards-Pitt all spoke with Bloomberg about our tax-efficient strategy and the importance of taxes when determining investment allocation.


Our firm was one of the first to offer independent, objective, and comprehensive advice to wealthy families.  Thirty years later, we have over 60 employees serving 170 families, providing investment advice on over $5.9 billion (AUM), and advising on over $10 billion of assets (AUA).  Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.  Our investment team specializes in structuring individual tax-optimized portfolios for each of our clients. We focus on managing risk and identifying investment opportunities we believe will be compelling after taxes and after fees. We are also experts in social impact investing.  Our wealth planning team proactively identifies opportunities and mitigates risks outside our clients’ investment portfolios. We are well-known for our sophisticated wealth planning strategies, our suite of family office services, and our multi-generational client relationships.

We offer two service areas:

  • Family office:  Comprehensive investment advice and strategic wealth planning for individuals or families with investment assets of $20 million or more.
  • High Net Worth:  Holistic investment and wealth planning advice for individuals or families with investment assets of between $3 million and $20 million.