Advisory
For a small number of clients, we manage their public and private portfolios, provide family office-type services including financial, tax and estate planning, and advise on business and family transactions.
Advisory
Each advisory client’s portfolio is designed to meet their risk and return objectives in support of their family mission and values.
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Portfolios may include:
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low-cost market tracking funds,
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actively managed funds,
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individual securities with a particular focus on dividends or upside capture, options enhancements and,
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where appropriate and available, alternative investments in real estate, private companies, private lending, natural resources and other non-public opportunities.
​We actively manage these portfolios and adjust for market and economic conditions and opportunities.
Strategy & Planning
We work with our advisory clients to define their family goals and objectives and then achieve these via cash flow, tax, college savings, executive benefits, business, retirement and insurance planning.
In addition, using our many years of personal and professional experience working as and with business owners and family offices, we offer advice on governance, structures, strategic opportunities, family company transactions and family decision-making.
Taxation, Estate plans & Philanthropy
Furthering family mission, we offer advice on estate planning, charitable endeavors and tax strategies.