Wealth management for multi-generational families with complex tax situations.
Your family’s finances now involve several generations, several trusts, and more than one state. We hold the whole picture in one office, so no decision gets made in isolation.
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$5.5 billion
AUM
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2004
Independent since
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100%
Client assets from high-net-worth families
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5:1
Family-to-employee ratio
AUM as of September 2026.
What our services include
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Estate and trust coordination.
We keep documents, trustees, and the portfolio aligned, and we raise issues with you as we find them.
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Tax complexity.
We coordinate with your CPA across entities, trusts, and state lines, and we manage the portfolio for after-tax results.
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Consolidated reporting.
Family decisions are grounded in a single comprehensive report that includes every account and entity.
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We coordinate payment of bills, cash management, wires, and the paperwork that comes with significant wealth.
The next generation
A second opinion on the current structure
Most families come to us with an estate plan written a decade ago and a portfolio that no longer matches it. We review what exists, tell you what still works, and coordinate the fixes with your attorney. You keep your professionals. We make them work as one team.
Share an overview of your family’s current financial structure. We will review it and give you our honest assessment.