A multi-family offfice and trusted steward of multi-generational wealth, including our own family’s, for over 33 years.
A client-centric culture founded on integrity, intellectual curiosity, and productivity, as well as our own experience managing our family’s wealth.
Active managers who provide perspective and bespoke holistic advisory services.
A sophisticated team with expertise in investment management, trusts, estate planning, family-owned businesses and exit planning, foundations and charitable giving, investment banking, private equity, venture capital, and research.
Our advice and bespoke solutions are predicated on a comprehensive understanding of a family's estate and financial interests. Our relationships endure in part due to the unique perspectives, critical thinking, performance, accountability, transparency, and responsiveness for which we are known.
Every client is unique and therefore the best solutions are client-driven and client-specific. We engage with multiple generations within families to appreciate, understand, and fulfill financial goals and ambitions, and coordinate with other professionals to promote holistic advice and refine our process.
We conduct our own research. To have independent conviction about an investment, independent effort/homework is required. We pursue an extensive due diligence and fundamental research process, guided by first-principles and behavioral economics based approaches.
Although we have experience investing in most public and private asset classes, we favor long-term equity investments in businesses that are led by competent and passionate founder-owners.
As fiduciaries, we prioritize client needs and interests over of our own, and avoid conflicting or detrimental business practices. For example, we favor tax efficiency and prudent concentration over formulaic diversification or a one-size-fits-all model portfolio.
Multi-generational financial and estate planning
Active investment and portfolio management
Advisory:
Coordination with other trusted professionals (accountants, attorneys)
We seek to identify businesses that are operated by world-class owner-managers and possess (or are exhibiting) durable competitive advantages. Businesses with these key attributes, among others, tend to generate superior growth and value over the long-term. Fundamental research and analysis, guided by behavioral economics and first-principles, govern our search process.
We endeavor to invest in such businesses at fair prices (i.e., when prices are less than or equal to our best estimates of intrinsic value) and own them for the long-term. Since our ownership horizon is long…ideally indefinite…we practice patient opportunism.