Client Service Team

We have carefully selected individuals who fit our culture, which includes a strong commitment to the pursuit of knowledge and a passion for delivering world-class service.

We believe this combination enables us to develop and implement better solutions for the benefit of our clients.


Our experienced and highly qualified Advisors have diverse wealth management backgrounds that equip them to provide advice and guidance to our wealth management clients. Our Advisors average more than 20 years of experience serving wealthy families and they hold advanced degrees in law, finance and business, as well as designations in estate and financial planning.


Our Associates play an essential role in our Client Service Team, working closely with our Advisors, Operations and Investment Teams, as well as our clients’ other advisors to implement client decisions. Our Associates have significant experience serving wealthy families and some hold advanced degrees, including MBA, are a CFA® chartholder or hold the CFP® certification.

Client Benefits

  • Experienced guidance regarding more than just financial matters.
  • The ability to delegate financial tasks, freeing time for careers, family and personal interests.