A different approach to managing wealth.

There’s nothing more important to us than our independence. It informs everything we do, from the way we think to the way we’re structured to our unconventional approach to investing. It enables us to generate what we believe to be exceptional results and frees us from many of the conflicts of interest that entangle so many of our competitors.

We believe the investment industry’s conventional approach to investment management is an outdated one. Instead of managing to benchmarks, we center our process on what’s important to families: growing their wealth while protecting their capital. We work to identify uncommon investment themes that reject conventional wisdom.

We understand that every family has unique and complex wealth planning needs, and we believe wealth transfer planning should contribute meaningfully to their long-term financial success.  Our approach is founded on our technical expertise and decades of experience helping families efficiently transfer wealth to future generations and meet their personal philanthropic goals.

Whether it’s investment management, wealth planning, reporting, or advisor collaboration, we make it our top priority to ease the burdens that often accompany the responsibility of managing significant wealth. At the end of the day, we provide more than just a service. We help families live their lives by managing and simplifying the complexities of wealth.