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

ABOUT US

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

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

 

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

Services

PORTFOLIO
MANAGEMENT

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

WEALTH
PLANNING

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.