Specializing in the unique and often complex needs of ultra-high net worth families, private foundations and nonprofit organizations
We focus on a limited number of client relationships in order to provide highly customized advice and exceptional service. With decades of experience navigating various market conditions, we offer our perspective, discipline and access to premier investment solutions to assist in the proper stewardship of your assets. We counsel clients with attention to detail in collaboration with your tax and legal professionals on managing the complexities of your wealth.
Providing comprehensive investment portfolio management and wealth advisory solutions for families seeking personalized service.
Executives of public companies have specific needs requiring careful execution and compliance in their company stock holdings.
Guiding Trustees in their fiduciary duty regarding the prudent management of a variety of trust structures.
To maximize your philanthropic impact a private foundation is an ideal forum to perpetuate generational unity, values, morals and social consciousness through the ongoing support of those causes deemed important to the family. We work closely with the founders and leaders of private foundations to execute effective asset management and administrative support.
In designing your charitable giving plan, a Donor Advised Fund may be the right structure to facilitate your giving and/or to compliment your private foundation. This approach provides maximum flexibility in a cost effective structure. Our team can guide you in determining if a DAF is the right approach to efficiently support your overall wealth planning.
With a long history of advising nonprofit organizations, we offer a holistic approach to helping clients strike a balance between risk tolerance, growth prospects and distribution objectives in keeping with your organization’s purpose. We provide ongoing guidance in mission advancement with fiduciary review and support.
There are many ways to structure a family office including creating your own in-house entity, outsourcing to a multi-family office, and/or a combination of various service providers. We partner with family offices to support an effective and customized framework, which involves the coordination of your internal administration with select tax, legal and investment professionals. This approach provides the flexibility to utilize those independent services most important to your needs and engage only those professionals that you feel comfortable advising your family.
There is no one-size-fits-all approach, as each family office has unique circumstances, priorities and sensitivities. Regardless of the structure, common approaches include:
After your investment portfolio is designed and implemented, there exists the potential for market movements to affect investor behavior. This dynamic, called “behavioral finance”, is the emotional reaction and subsequent adjustments made to your portfolio during extreme market cycles, which can be detrimental to achieving your long term objectives and have can have a significant impact on your performance.
Phone: 410-659-8915Contact Us
Managing Director,Financial Advisor
Director,Chair of Investment Committee
Director,Senior Wealth Strategist
Client Relationship Manager
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