We are interested in meeting other like-minded firms as well as individual or teams of advisors who recognize the benefits of becoming part of a firm that has built the scale, infrastructure and processes necessary to grow and compete effectively in the future.
Our focus is on financial planning and investment management for ultra-high net worth families. We outsource all of our capital to best in class investment managers across asset classes and build customized multi-asset class, multi-manager portfolios for our clients. We build peer to peer relationships with our clients, and in many cases, invest side by side with them. We recently completed a merger with a well known family office, which added family office services to our roster.
We have also built a proprietary investment research and manager selection process that features rigorous due diligence by a team of seasoned professionals. We offer a complete solution for RIA's who want to outsource some or all of their investment function.