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

Ray Dalio

We operate like 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 over 30 years.

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

Defining Characteristics


As fiduciaries, we 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 involve your entire team to promote holistic advice, comprehensive involvement, and continuous refinement of our culture and process.


We advocate comprehensive financial advice and tailored long-term wealth management solutions through critical independent thinking, accountability, and transparency.


We are long-term investors who seek to own exceptional, growing businesses led by competent managers who think and act like owners.  To every investment opportunity, we apply first-principles and behavioral economics based approaches to our fundamental research process.


Every client is unique. Therefore, we believe that wealth management solutions should be client-driven and consistent with each client’s unique circumstances, goals, preferences, and values, including each client’s definition of environmental-social-governance or “ESG” factors.


We are owned and operated by our founding family/partners. This structural independence affords us unique and exceptional financial and operational flexibility.