A modern, experienced approach.
Our sophisticated approach to portfolio management starts by understanding your objectives and constraints.
- Asset Preservation
- Global Asset Allocation Strategies
- Foundation Endowments
- Minimize Tax Liabilities
- Large Cap Equity Strategies
Whether the goal is to preserve capital, grow endowments with a long-term horizon, or strike a balance between the two, our process is structured, repeatable and disciplined.
We combine our human experience and leverage sophisticated technology in constructing client portfolios. Whether you represent an institution or are an individual, we can partner with you to address your desired goals-based outcomes.
Proven Multi-Generational Trust Services
A variety of Trust Solutions. The flexibility to meet your needs.
We work with you and your tax and legal advisors, helping to coordinate and communicate your complete financial picture. Once drafted, we are available to administer your trust so you can continue to benefit from your long-term objectives, while your family's wealth is protected by a knowledgeable trustee.
- Revocable or Living Trusts
- Irrevocable Trusts
- Special Needs Trusts
- Life Insurance Trusts
- Private Foundations
- Family Office Group
The benefits of naming a professional trustee include:
- Unbiased loyalty and independence to carry out your wishes
- Knowledgeable management, protection and defense of trust assets
- Experienced oversight of the investment process to be carried out by your financial advisor
- Timely and accurate statements of the account to keep you and all current beneficiaries informed
- Consistent annual reviews
- Accountable collection and prudent distribution of income and assets
- Tax reporting, filing and comprehensive regulatory compliance on behalf of the trust