Our Clients

The great majority of our clients are current or retired CEOs of public corporations,
the owners of private businesses, or professional investors, who have created wealth through a significant liquidity event. They have a minimum of $25 million upon which we can advise them, and they have a long-term perspective. Our clients are focused on preserving and increasing their existing wealth—and avoiding large draw downs of their assets. They are willing to make relatively illiquid investments to improve long-term performance, and their investment horizons tend to be measured in generations, not years. Just as we measure our relationships.
   
We provide uncompromised investment advice.

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