The purpose of your wealth
is meant to serve.

What We Do

Financial advisors/firms are quick to focus on far-off items like RETIREMENT or SUCCESSION PLANNING as the framework for a relationship. You see it in their advertisements and their materials all the time.

With the idea that "peace of mind" — or stress/anxiety relieved by planning for the end of career or end of life — is somehow a guarantee of happiness.

We see the absence of anxiety and stress that wealth can inadvertently cause as a necessary step in positioning for happiness, but certainly no guarantee of it.

Intentional Pursuit of Meaningful Goals

We work with you on ALL the things that need to get done — always bearing in mind the purpose your wealth is meant to serve. Not simply bearing in mind end of career or end of life. While certainly focused on increasing wealth, we are not fixated upon it to the point of negativity.

We see ALL these things not simply as products or services but as a progression towards the absence of stress and anxiety that serves as a starting point for happiness.

Our Specialties

Coordination

Investment Acumen

Legacy Support

Operations

Our software enables us to show clients consolidated reports of all of their assets, no matter the custodian. This technology provides clients with a clear and complete picture of their financial situation, empowering them to make informed decisions with a greater depth of understanding.

Alternative Assets

We are opportunistic in our investing and continually explore alternative assets. This approach has led us to invest in private equity, real assets, and other bespoke investments in addition to traditional public equities. As big believers in private equity, we prioritize understanding clients’ liquidity needs as many of these alternative investment options are illiquid.

Philanthropy

We believe in giving back and we value philanthropy as a firm. We acknowledge that giving is an integral part of purpose-based planning for some clients, and for others it is not a priority. For those interested, we are honored to help structure their giving by establishing and administering family foundations. In addition to giving back, family foundations are a great way to help the next generation understand the power of philanthropy.

Asset Allocation

Our firm has an investment committee that discusses asset allocation at a macro level. Additionally, we help each client create their own personal investment committee. In some cases, clients choose to keep the committee small, electing only their advisor to the committee. In other cases, clients assemble a group of trusted advisors to help them navigate the investment process. We support each client in bringing the best thinking possible to the table as they decide how to allocate their assets. 

Family Trust & Estate Planning

We believe legacies should be lived, not left. We pride ourselves on working with families to transfer wealth in the most tax-advantaged way possible. We work with clients on transfer strategies ranging from GRATs, CRUTs, and QPRTs to insurance, gifting, and sales to defective trusts. We make this process seamless, while remaining focused on our premise that legacy support is integral to our clients' purpose-driven missions.

Our Specialties

Coordination

Investment Acumen

Legacy Support

Operations

Our software enables us to show clients consolidated reports of all of their assets, no matter the custodian. This technology provides clients with a clear and complete picture of their financial situation, empowering them to make informed decisions with a greater depth of understanding.

Alternative Assets

We are opportunistic in our investing and continually explore alternative assets. This approach has led us to invest in private equity, real assets, and other bespoke investments in addition to traditional public equities. As big believers in private equity, we prioritize understanding clients’ liquidity needs as many of these alternative investment options are illiquid.

Asset Allocation

Our firm has an investment committee that discusses asset allocation at a macro level. Additionally, we help each client create their own personal investment committee. In some cases, clients choose to keep the committee small, electing only their advisor to the committee. In other cases, clients assemble a group of trusted advisors to help them navigate the investment process. We support each client in bringing the best thinking possible to the table as they decide how to allocate their assets. 

Philantropy

We believe in giving back and we value philanthropy as a firm. We acknowledge that giving is an integral part of purpose-based planning for some clients, and for others it is not a priority. For those interested, we are honored to help structure their giving by establishing and administering family foundations. In addition to giving back, family foundations are a great way to help the next generation understand the power of philanthropy.

Family Trust & Estate Planning

We believe legacies should be lived, not left. We pride ourselves on working with families to transfer wealth in the most tax-advantaged way possible. We work with clients on transfer strategies ranging from GRATs, CRUTs, and QPRTs to insurance, gifting, and sales to defective trusts. We make this process seamless, while remaining focused on our premise that legacy support is integral to our clients' purpose-driven missions.

Our Specialties

Coordination

Operations

Our software enables us to show clients consolidated reports of all of their assets, no matter the custodian. This technology provides clients with a clear and complete picture of their financial situation, empowering them to make informed decisions with a greater depth of understanding.

Investment Acumen

Alternative Assets

We are opportunistic in our investing and continually explore alternative assets. This approach has led us to invest in private equity, real assets, and other bespoke investments in addition to traditional public equities. As big believers in private equity, we prioritize understanding clients’ liquidity needs as many of these alternative investment options are illiquid.

Asset Allocation

Our firm has an investment committee that discusses asset allocation at a macro level. Additionally, we help each client create their own personal investment committee. In some cases, clients choose to keep the committee small, electing only their advisor to the committee. In other cases, clients assemble a group of trusted advisors to help them navigate the investment process. We support each client in bringing the best thinking possible to the table as they decide how to allocate their assets. 

Legacy Support

Philantropy

We believe in giving back and we value philanthropy as a firm. We acknowledge that giving is an integral part of purpose-based planning for some clients, and for others it is not a priority. For those interested, we are honored to help structure their giving by establishing and administering family foundations. In addition to giving back, family foundations are a great way to help the next generation understand the power of philanthropy.

Family Trust & Estate Planning

We believe legacies should be lived, not left. We pride ourselves on working with families to transfer wealth in the most tax-advantaged way possible. We work with clients on transfer strategies ranging from GRATs, CRUTs, and QPRTs to insurance, gifting, and sales to defective trusts. We make this process seamless, while remaining focused on our premise that legacy support is integral to our clients' purpose-driven missions.

Coordination

Investment Acumen

Legacy Support

Our Specialties

Operations

Our software enables us to show clients consolidated reports of all of their assets, no matter the custodian. This technology provides clients with a clear and complete picture of their financial situation, empowering them to make informed decisions with a greater depth of understanding.

Alternative Assets

We are opportunistic in our investing and continually explore alternative assets. This approach has led us to invest in private equity, real assets, and other bespoke investments in addition to traditional public equities. As big believers in private equity, we prioritize understanding clients’ liquidity needs as many of these alternative investment options are illiquid.

Asset Allocation

Our firm has an investment committee that discusses asset allocation at a macro level. Additionally, we help each client create their own personal investment committee. In some cases, clients choose to keep the committee small, electing only their advisor to the committee. In other cases, clients assemble a group of trusted advisors to help them navigate the investment process. We support each client in bringing the best thinking possible to the table as they decide how to allocate their assets. 

Philantropy

We believe in giving back and we value philanthropy as a firm. We acknowledge that giving is an integral part of purpose-based planning for some clients, and for others it is not a priority. For those interested, we are honored to help structure their giving by establishing and administering family foundations. In addition to giving back, family foundations are a great way to help the next generation understand the power of philanthropy.

Family Trust & Estate Planning

We believe legacies should be lived, not left. We pride ourselves on working with families to transfer wealth in the most tax-advantaged way possible. We work with clients on transfer strategies ranging from GRATs, CRUTs, and QPRTs to insurance, gifting, and sales to defective trusts. We make this process seamless, while remaining focused on our premise that legacy support is integral to our clients' purpose-driven missions.

Our Specialties

Coordination

Operations

Our software enables us to show clients consolidated reports of all of their assets, no matter the custodian. This technology provides clients with a clear and complete picture of their financial situation, empowering them to make informed decisions with a greater depth of understanding.

Investment Acumen

Alternative Assets

We are opportunistic in our investing and continually explore alternative assets. This approach has led us to invest in private equity, real assets, and other bespoke investments in addition to traditional public equities. As big believers in private equity, we prioritize understanding clients’ liquidity needs as many of these alternative investment options are illiquid.

Asset Allocation

Our firm has an investment committee that discusses asset allocation at a macro level. Additionally, we help each client create their own personal investment committee. In some cases, clients choose to keep the committee small, electing only their advisor to the committee. In other cases, clients assemble a group of trusted advisors to help them navigate the investment process. We support each client in bringing the best thinking possible to the table as they decide how to allocate their assets. 

Legacy Support

Philantropy

We believe in giving back and we value philanthropy as a firm. We acknowledge that giving is an integral part of purpose-based planning for some clients, and for others it is not a priority. For those interested, we are honored to help structure their giving by establishing and administering family foundations. In addition to giving back, family foundations are a great way to help the next generation understand the power of philanthropy.

Family Trust & Estate Planning

We believe legacies should be lived, not left. We pride ourselves on working with families to transfer wealth in the most tax-advantaged way possible. We work with clients on transfer strategies ranging from GRATs, CRUTs, and QPRTs to insurance, gifting, and sales to defective trusts. We make this process seamless, while remaining focused on our premise that legacy support is integral to our clients' purpose-driven missions.