What We Do

What does that mean?

Private wealth management is a comprehensive range of activities necessary for maximizing and sustaining personal and family net worth over time.  These include financial discovery, goal setting and planning, investment risk tolerance, portfolio solutions development and execution, tax planning and management, risk management and asset protection, and legacy planning for charitable giving and estate transfer.  Executives, closely held business owners and retirement planning may each have more specific requirements beyond these fundamental aspects.  Collaboration with our clients' external tax and legal advisors is often involved.

Our OCIO services for institutions, such as pension funds and endowments, provide for professional asset management using current best practices, oriented toward the organizational mission and financial objectives of the institution, often through a combination of growth and income distribution objectives and asset/liability matching, allowing the institution to better focus on its mission, stakeholders and services.