Financial Services

We design and custom-build investment portfolios to meet your specific objectives—using institutional-quality ESG, alternative and traditional investments chosen specifically for their ability to meet your goals. We build each portfolio with the flexibility to help protect capital in challenging markets, while seeking to achieve growth in rising ones. We offer customized portfolio rebalancing and tax minimization strategies as well.

From managing global assets and dynastic legacies to navigating family dynamics, multijurisdictional tax compliance—and even bill payments—we can seamlessly serve your wealth needs.

In some instances, we may be able to leverage our institutional relationships and scale, as well as our vast resources, to provide distinct solutions to truly unique requests.

Taxes and investments are inextricably connected. We offer tax preparation services to help simplify your financial life.

Being confident in your retirement means knowing your wealth will last for your lifetime and beyond. Together, we will carefully consider today’s assets, your future needs and retirement income expectations to help you design the lifestyle you desire for tomorrow. From risk management and tax minimization to supplementary retirement income strategies and advice for even the most complex of issues, we will help you look forward to retirement with confidence.

You may not be able to take it with you, but you can certainly decide where it will go and how smooth the transfer will be. We work with you to structure your personal, family and business interests so that your wishes are carried out in the most effective way, passing along more to your beneficiaries and less to the government.

We will help you define and develop the personal strategy that can bring your unique philanthropic vision to life. We consult with your tax and legal counsel as well as charitable organizations and foundations to identify and implement solutions that best fit your overall philanthropic objectives, including bequests, charitable trusts or private foundations.

You've worked hard to build your business. And you deserve to be well compensated for your time and energy upon retirement. Expertise and planning are key. We will work with you to identify options that will give you flexibility and control over how and when you leave the business, while ensuring that all stakeholders’ interests are respected. We can help to enhance the value of your business, maximize the proceeds of a sale, and minimize or eliminate taxes, all while helping to reduce the likelihood of family discord during this important transition.

Insurance can play a valuable role in achieving a wide range of objectives. We can provide specialized insurance advice and assist you in reaching all of your personal and business goals. From protecting your family and business to tax-sheltering investments, delivering supplementary retirement income, planning your business succession and offsetting estate taxes. With the right strategies, you can keep treasured assets intact for you and your loved ones.