We believe we have one of the most meaningful jobs in the world: we help our clients make some of the most important financial decisions of their lives.
Estate planning strategies
Planning for today and tomorrow: How can an estate plan help you ensure your family’s future? You have worked to establish a career and a home, to send your children to school and to plan for retirement. Having done all this to provide for your own and your family’s well-being, you may, like many people, stop short of another important step: creating an estate plan.
Family offices
How can global-institutional coverage benefit my family office? If you are asking that question, clearly you already maintain a family office and understand the benefits of doing so. You enjoy many of the same services as those provided by wealth managers and top-tier private banks, but with a family office, all those efforts are devoted to just one client: you.
Financial parenting
How can I be a good “financial parent”? If compound interest is “the most powerful force in the universe,” as Albert Einstein described it, you will definitely want to teach your children to handle not only interest but all money matters responsibly. While theories abound about the how and when of “financial parenting,” here are guidelines we not only recommend but follow with our own children.
Philanthropy
How can I turn a passion activity into philanthropy? Most high net worth families and individuals I know keep their philanthropic giving separate from their passion activities, such as art collecting, sailing and golf. But that need not be the case, as I learned about 10 years ago. In fact, my experience is a case study in how you can turn a passion activity into philanthropy.
