We understand that private and institutional investors overseeing substantial wealth have much more complex needs than other investors. That understanding stretches back to 1882, when one of the world's most successful entrepreneurs established a family office to manage his legacy. In the more than 125 years since then, we have built the processes and capabilities needed to handle the complexity that larger portfolios bring, and the flexibility our clients demand.
We distinguish ourselves from other wealth-management firms in three critical ways:
Objectivity: We are a stable, private firm that is structured to provide long-term results and unbiased advice to a select clientele.
Access: Our legacy and highly qualified professionals allow us to offer best-in-class financial strategies to our clients.
Innovation: We have a history of crafting forward-thinking solutions and investment strategies for our clients when the available options won't do.