Clients

Clients

We are a boutique investment firm dealing with a limited number of client relationships. While most of our clients have investable assets in excess of $5 million, new accounts are opened with a minimum of $1 million of investable assets.

Our client base is comprised of high net-worth individuals and families along with various institutions including family offices, foundations, endowments, corporations, trusts and various other entities requiring long-term investment advisory services. Many of our client relationships pre-date our existing firm and span several decades. It is normal for the firm to measure client relationships in decades, not years.

We work closely with attorneys, accountants, financial planners, and other professionals to structure, and deliver best in class investment solutions. Our team of professionals brings experience and perspective toward planning and designing tax efficient asset management for our clients.