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We serve successfulindividuals, families

and companies

Preserving your wealth

Preserving assets and managing risk take on added urgency once you’ve achieved a substantial level of wealth. Maintaining your standard of living, providing for your family, generating income with minimal tax consequences, and safeguarding your wealth against unexpected events are the concerns that now have the greatest priority. With our resources and expertise, we can help address all of these issues.

Asset allocation

Asset allocation has been shown to be the most important single determinant of overall investment performance and risk.* Choosing the right mix of asset classes also can reduce portfolio volatility significantly. We make asset allocation a key component of our investment strategy, selecting a mix of asset classes that correctly represents your objectives, time horizon and risk tolerance.

*Asset allocation does not guarantee a profit or protect against a loss.

Concentrated equity strategies

Family wealth is often concentrated in a single stock, either inherited or earned in a successful career. If you find yourself in this situation, there are many options available beyond just selling the stock. Reducing the risk of a concentrated equity position can be complicated, but we can provide a variety of strategies that can hedge, monetize, diversify or transfer the position while managing the tax implications.

Tax planning

We take a tax-sensitive approach to financial planning and work with you and your other tax and legal advisors to help minimize the impact of taxes. By developing and implementing strategies to lessen or shift current and future tax liabilities, we can improve your prospects for meeting your financial objectives. In addition to impacting your life today, prudent tax planning can play a large role in the amount of wealth you will be able to someday transfer to your heirs.

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