We work with families rather than institutional investors. As taxable investors, families face very different challenges than institutional and endowment investors. (For some examples, read our sample Client Stories.)
Focus on net investment returns
Our focus on taxable investors means that we evaluate investments on their after-tax returns. Our team builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. We also add considerable value through tax-optimization of our clients’ portfolios.
Every family is different. They have different objectives, balance sheets, tax situations, entity structures, and other needs. Optimizing investment results for each unique family requires building and managing customized solutions. Our investors are not herded into one-size-fits-all commingled funds, which dilute their flexibility and present hidden costs. Read more about Our Services.
Excellence in investing and planning
It is not possible to build customized investment solutions without deep planning expertise. We excel in both planning and investing and we know how to integrate the two in order to help you protect and grow your wealth. Our planning expertise also allows us to identify opportunities beyond your investment portfolio. Expert wealth management creates real savings and mitigates substantial risks when applied holistically. Our proprietary Family Wealth Scorecard® allows us to measure how a family is doing relative to their wealth management goals and relative to their peers. Read more about the wide range of services we provide.
No product sales
We work only for our clients and we have structured our firm to minimize conflicts of interest. We do not sell insurance and investment products. We do not accept commission income or participate in the fees of investment managers to whom we refer business. We serve exclusively as our clients’ advocates in dealing with a broad range of wealth management issues. Read more in our White Paper, The Business of Wealth Management.
We are committed to the long-term independence of our firm. Most of our client relationships are multi-generational, and our clients appreciate that we have a plan for how our firm will be there through these generations. We also help our clients provide for succession within their families by helping each generation acquire skills necessary for successful management of wealth. We are knowledgeable about the complex interactions between money and family dynamics. This is particularly important when the source of the family’s wealth is a closely held business enterprise.