Our experienced wealth advisors take the time to get to know you, your family and your business. We ask questions and listen carefully in order to help you quantify and prioritize your goals. Your unique financial plan will reflect your current needs, long-term objectives and legacy wishes. As circumstances change, your financial plan is adjusted accordingly. The goal of our process is to give you peace of mind about the future.
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For many clients we are regarded as their de facto family office, relying on our dedicated client services team to help with day-to-day tasks such as paying bills and resolving larger questions about their wealth.
The largest wealth transfer in history will take place over the next several decades, as Baby Boomers pass over $50 trillion to their children and grandchildren. Our experience serving multigenerational clients positions us to understand wealth transfer needs.
|We have worked with wealthy families for nearly 100 years, and some of our client relationships extend four generations.
|Our multigenerational team offers customized investment strategies that endure from one generation to the next.
|Our professionals collaborate with clients’ estate attorneys and tax professionals to coordinate their wealth transfer plans and ensure that their wishes are carried out.
The appeal of sustainable investing has grown exponentially in recent years, and many global investors have increased or are planning to increase their allocation to ESG strategies. We can help you participate in this growing trend.
|We offer a menu of vetted third-party ESG managers, or we can help you build portfolios of companies that employ leading-edge ESG practices.
|Our investment platform can accommodate affirmative or exclusionary investment approaches, as well as impact investing strategies aligned with the U.N. Sustainable Development Goals.