Our Services

Office Photo

Since none of our clients have the same needs, we do not have a one-size-fits-all menu of services. We strive, however, to give all of our clients peace of mind.

“We offer unconditional advice and the highest level of service.”

To achieve that, we customize our services to fit your needs. Naturally, there are some areas where most clients seek our advice and involvement. These include:

  • Developing financial goals and asset allocation targets
  • Setting realistic investment, spending and other plans
  • Developing and implementing practical strategies for achieving those goals
  • Identifying, evaluating, recommending and monitoring third-party investment managers and direct investments
  • Incorporating income tax considerations with investment strategies to enhance net client benefits
  • Reporting on consolidated investment performance, asset values and exposure across all holdings, accounts, entities, classes and currencies
  • Evaluating and managing portfolio liquidity
  • Developing risk management strategies

Some clients ask us to help in other ways:

  • Devising and executing strategies related to concentrated/restricted equity positions, including managing risks associated with such positions
  • Acting as trustee or trust protector
  • Structuring/negotiating capital markets transactions and private investment placements
  • Addressing other issues, including unusual and unique financial matters

In delivering our services, we are not compensated by any third parties. We work only for you.