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  • Engaging clients
  • Investing capital
  • Preserving legacies
with a conscience.


We operate like a multi-family office and have been engaged advisors and responsible stewards of multi-generational assets for over three decades. We serve wealthy families and individuals, charities, endowments, and foundations.

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



You are an integral and ongoing part of our process. We seek to fully comprehend your goals so that we are able to create tailored, impactful solutions, including client-defined ESG portfolios. Our advisory services include: Investment Strategy, Asset Allocation, Portfolio Construction, Research, and evaluation/oversight of Other Assets.


We provide financial planning services, including cash flow analysis, budgeting, and risk assessment. We collaborate with your CPA, your trust and estate attorney, and your other advisors so that your investments align with your tax, estate, and legacy goals.