Comprehensive, Objective and Innovative Wealth Management
Our model is simple yet powerful: We are singularly focused on providing wealthy families, trusts, endowments and foundations with customized, objective investment management and wealth planning services. We are active, innovative advisors who provide access to a broad set of exceptional investment strategies and managers globally. An owner-managed firm with offices in New York, Palm Beach and San Francisco and an affiliated Delaware Trust Company, we oversee over $9.5 billion* in assets and proudly put our clients’ interests first.
*Assets Under Advisement calculated as of 12/31/14