Comprehensive Financial Planning

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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Helping You Reach Your Goals

  • Investment Management

    We draw on our open architecture platform of investment solutions to structure custom portfolios for every goal and time horizon.
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  • Insurance and Annuities

    We offer a number of different insurance products to help with wealth preservation, transfer of risk, tax-free income and distribution, as well as guaranteed income.
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  • Estate Planning

    We connect you with industry-leading experts and partner with your legal advisors to design sophisticated wealth transfer strategies that enact your wishes.

  • Tax Management

    Our network of professionals seeks to mitigate the impact of taxes on your wealth, and our investment strategies emphasize tax efficiency.

  • Philanthropic Planning

    Our decades of experience advising wealthy individuals and families enables us to help you articulate and implement your own charitable giving strategy.

  • Credit and Lending

    We have access to banking services, mortgages and lending solutions.

Family Office

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.

  • Our approach to service is characterized by respect, responsiveness and communication.
  • In addition, we offer compliance and technology support for family offices, creating a multi-family office under our umbrella.
  • We can help successful families with:
    • Administrative services such as bill paying and banking
    • Tax preparation services offered through access to our network of outside professionals
    • Family financial education
  • We provide consulting services for foundation and charity administration, as well as business succession planning.

Multigenerational Planning

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.

We provide:

  • Education savings guidance including tax-advantaged strategies for 529 plans
  • Access to solutions such as mortgages and business loans
  • Family meeting coordination and communication
  • Guidance to prepare the next generation for the responsibilities that wealth entails

Environmental, Social and Governance (ESG) Investing

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.

Speak to an Advisor about how we can help you pursue your goals.

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