Twelve disciplines.
One integrated strategy.

Wealth & Asset Management

Comprehensive Portfolio Oversight

Our wealth management approach begins with understanding your complete financial picture — your goals, risk tolerance, time horizon, and values. We then construct and manage a diversified portfolio designed to grow and protect your wealth across market cycles.

• ✦Personalized investment policy statement
• ✦Strategic and tactical asset allocation
• ✦Continuous portfolio monitoring and rebalancing
• ✦Regular performance reporting and review meetings

Family Office Services

Unified Family Wealth Management

Our family office services provide a centralized platform for managing the complex financial affairs of affluent families. We coordinate across investments, estate planning, tax strategy, philanthropy, and next-generation education to deliver a seamless, holistic experience.

• ✦Consolidated financial reporting and oversight
• ✦Multi-generational wealth planning
• ✦Family governance and education programs
• ✦Coordination with external advisors and fiduciaries

Tax Planning & Advisory

Preserving More of What You Earn

Tax efficiency is a critical component of long-term wealth creation. Our team works closely with your tax advisors to implement strategies that minimize your tax burden while maintaining alignment with your investment objectives.

• ✦Tax-loss harvesting and gain deferral
• ✦Asset location optimization across account types
• ✦Charitable giving strategies (donor-advised funds, CRTs)
• ✦Multi-year tax projection and scenario modeling

Legacy & Estate Planning

Securing Your Family's Future

Effective estate planning ensures your wealth is preserved and transferred according to your wishes, minimizing estate taxes and administrative complexity. We coordinate with your legal counsel to implement comprehensive legacy strategies.

• ✦Wealth transfer and gifting strategies
• ✦Trust structure analysis and implementation support
• ✦Generation-skipping tax planning
• ✦Beneficiary designation review and optimization

Private Markets Access

Exclusive Investment Opportunities

Gain access to institutional-quality private market investments typically reserved for the largest investors. We source, evaluate, and provide access to private equity, venture capital, real estate, and other alternative investment opportunities with rigorous due diligence.

• ✦Private equity and venture capital co-investments
• ✦Real estate and real asset strategies
• ✦Hedge fund selection and due diligence
• ✦Alternative investment portfolio construction

Corporate Workplace Solutions

Executive Benefits & Equity Optimization

We help corporate executives and employees maximize the value of their workplace benefits, equity compensation, and retirement plans. From stock option strategies to deferred compensation planning, we ensure your corporate benefits work as hard as you do.

• ✦Stock option and RSU exercise planning
• ✦Executive deferred compensation strategies
• ✦Concentrated stock position management
• ✦Corporate retirement plan optimization

Outsourced CFO / Financial Controller

Strategic Financial Leadership On Demand

Access senior-level financial leadership without the overhead of a full-time hire. Our outsourced CFO and financial controller services provide the strategic financial management, reporting, and oversight that growing businesses and family offices need to make informed decisions and scale with confidence.

• ✦Financial reporting, budgeting, and forecasting
• ✦Cash flow management and treasury optimization
• ✦Board-ready financial presentations and analysis
• ✦Vendor management and operational cost reduction

Insurance & Risk Management

Protecting What Matters Most

Comprehensive risk management goes beyond portfolio diversification. We assess vulnerabilities across your entire financial life and design insurance and mitigation strategies that protect your family, business, and legacy from unforeseen events.

• ✦Life, disability, and long-term care insurance review
• ✦Property and casualty coverage assessment
• ✦Umbrella and excess liability planning
• ✦Business insurance and key-person risk strategies

International Client Services

Your Embassy on Wall Street

For international clients, we serve as your dedicated presence on Wall Street — providing seamless access to U.S. investment opportunities, custodial coordination, and cross-border wealth structuring. Whether you are in Asia, the Middle East, or Europe, we bridge the gap between global ambition and American capital markets.

• ✦U.S. market access and account establishment
• ✦Cross-border tax coordination (NRA, FATCA, CRS)
• ✦Multi-currency investment strategies
• ✦International custodian and regulatory coordination

Retirement Planning

Building Your Financial Independence

We design retirement strategies that give you confidence in your financial future. From accumulation through distribution, we optimize your savings, Social Security timing, and withdrawal strategies to ensure your wealth sustains the lifestyle you have earned.

• ✦Retirement income projection and gap analysis
• ✦Social Security optimization and timing strategies
• ✦Roth conversion analysis and multi-year planning
• ✦Required minimum distribution (RMD) management

Philanthropic Advisory

Maximizing Your Charitable Impact

Align your wealth with your values through strategic philanthropic planning. We help you structure charitable giving in ways that maximize both your social impact and your tax efficiency, whether through foundations, donor-advised funds, or direct giving strategies.

• ✦Charitable giving strategy and tax optimization
• ✦Donor-advised fund setup and management
• ✦Private foundation advisory and compliance
• ✦Legacy and impact-oriented giving programs

Business Owner Advisory

From Growth to Transition

Business owners face unique financial challenges at every stage — from growth and expansion to succession and exit. We provide integrated advisory that aligns your personal wealth strategy with your business objectives, ensuring both thrive in concert.

• ✦Business succession and exit planning
• ✦Entity structure and tax optimization
• ✦Key-person insurance and buy-sell agreements
• ✦Personal and business wealth integration