For many families, the purpose of your wealth is closely tied to your vision of your family’s legacy, but questions of risk, longevity, and attrition create uncertainty and concern. Each family’s needs are unique. We encourage collaboration from future generations coming to the table so that all members are active stewards of their family’s wealth. We have found that this process helps answer these questions and, ultimately, solidifies your family legacy.
Our clients expect direct communication and honest conversation. We serve as a central coordinator of a family office network of advisors, regularly offering new ideas as we help manage your financial life.
Managing Partner