About

“Principles are what allow you to live life consistent with your values. Principles connect your values to your actions.”
– Ray Dalio

We are a multi-family office serving ultra-high/high net worth individuals and multi-generational families, charities, endowments, and foundations. Our founding partners have been responsible advisors and stewards of multi-generational assets for 30 years.

Our founding principles are integrity, intellectual curiosity, and work ethic – requisites for success in business and in life.

Defining Characteristics

ENGAGEMENT

We endeavor to place your needs and interests ahead of our own. We engage you in our process, empowering you to appreciate, understand, and fulfill your unique economic and family legacy duties, goals, and ambitions. We also engage our entire team with you to promote holistic advice, comprehensive involvement, and continuous refinement of our culture and process.

HOLISTIC ADVOCACY

In our opinion, you deserve independent comprehensive financial advice and tailored long-term wealth management solutions from critical-thinking, accountable, and transparent advocates.

INVESTMENT PHILOSOPHY

We are long-term investors who seek to own exceptional and growing businesses at fair prices.  Just as growth is an essential consideration of value, so too is investment horizon an essential consideration of tax sensitivity.

IMPACTFUL SOLUTIONS

Every client is unique. We believe that a portfolio should be consistent with, and tailored to reflect, a client’s unique circumstances, goals, preferences, and values. We seek to create impactful solutions by applying goals-based asset allocation, tax-advantaged portfolio construction, and conscientious securities selection that, when desirable and appropriate, takes into consideration environmental-social-governance or “ESG” factors.

INDEPENDENCE

We are entirely owned and operated by our founding family/partners. This structural independence affords us the ability to think and act critically, objectively, independently, and without conflict, for your benefit and ours.