Minimum Relationship
$5,000,000
in investable assets. By referral or application only.
Discretionary Portfolio Management
Our CFA-credentialed portfolio managers actively manage your capital across equities, fixed income, alternatives, and real assets — with full discretion or advisory mandates.
Estate & Succession Planning
Comprehensive estate design including wills, trusts, family limited partnerships, and succession structures that preserve wealth across generations.
Family Office Services
Consolidate your family's financial life — investments, tax returns, insurance, bill pay, and governance — under a single NBU relationship.
Philanthropy & Impact Investing
Donor-advised funds, private foundations, ESG-aligned portfolios, and impact investment strategies that let your capital reflect your values.
Asset Protection Structures
Legal entity structuring, offshore account management (fully compliant), and insurance overlays designed to shield assets from litigation and market volatility.
Tax Optimization Strategy
Proactive tax-loss harvesting, Roth conversion strategies, charitable giving optimization, and coordination with your external CPA for seamless annual filings.