We offer an integrated, comprehensive approach to managing multi-generational family wealth.
Our experienced team of professionals delivers integrated, advice-based financial strategies in concert with other key family advisors. This team offers multi-disciplined expertise in developing and implementing customized solutions for the major financial issues wealthy families must address including:
- Financial and Estate Planning: Working with you and your advisors, we develop tailored financial, estate and tax planning solutions to address personal, family, and philanthropic goals.
- Asset Management: We build your investment strategy to match the cash flow, risk, and time horizon needs for your particular life circumstances and financial objectives.
- Trust Services: Choosing a trustee, co-trustee, or agent is one of the most important financial decisions you must make during your lifetime.
- Estate Settlement: Estate settlement is a complex and technical process even in a simple estate. We are here to help and can serve as a Personal Representative or as agent for the Personal Representative.
- Private Banking: Working in concert with your Private Wealth Advisor, our Private Bankers are focused on delivering customized, local banking and lending services to clients.
What your Wealth Advisor can do for you.Discretion. Honesty. Objectivity. Teamwork.
We are fiduciaries who maintain the highest standards of professionalism and objectivity, always placing clients’ interests above all else. We offer candid, unbiased advice at all times. Our advice-based fee structure is completely transparent – there are no hidden costs, commissions, or compensation.
Together, we define individual and family needs and goals. Every client relationship will have a senior member of our team serve as Relationship Manager. The Relationship Manager will have a deep knowledge of the personal and family dynamics that influence financial plans. We follow through to ensure correct implementation and ongoing monitoring of recommended solutions and progress toward established goals.