We serve individuals and families who want their wealth to survive for future generations, and foundations and endowments with similar long-term goals. Our clients share:
- A deep appreciation for the hard work required to create their wealth.
- A goal to avoid the permanent loss of capital and grow assets.
- A desire to transfer wealth to family members and charities.
- An interest in ensuring the continuation of their family values.
- A determination to work with a wealth management firm they can trust.