Private wealth advisory · New York · Geneva
Wealth, managed with quiet precision.
We advise families, founders and foundations on the decisions that shape a lifetime: investments, succession and the art of letting capital work.
Trusted by families, foundations and companies on three continents
Aurelia
Northgate
Halden
Vestry
Calloway
Belmont
Our approach
A house built on discretion and long horizons.
We work with a small number of families so that each receives the attention a serious fortune deserves.
Every recommendation is written, argued and reviewed by two partners before it reaches you. From the first conversation to the hundredth, you speak with the same people.
What we do
Three ways to work with us.
Each relationship is led by a partner and built around your family, never around a product.
01
Wealth management
A long-term portfolio built around your goals, reviewed with you every quarter.
02
Family office
Governance, property, staff and philanthropy, coordinated by one discreet team.
03
Succession planning
Prepare the next generation, protect the business and keep the peace.
In figures
Four decades of quiet results.
Who we are
Twenty-five years of patient, independent advice.
Founded by two former bankers who wanted to sit on the same side of the table as their clients, the firm has grown slowly and deliberately, almost entirely through introductions.
- No products of our own to sell
- Fees agreed in writing, never hidden
- A partner on every relationship
“
They treated our family’s affairs with the same care they would give their own. Twenty years later, we would not trust anyone else.
Eleanor Grant · Founder, Grant Holdings
Case studies
What a partnership looks like.
A family business · Connecticut
Selling a company without losing its soul.
After forty years, the founders of a precision-engineering company wanted to sell, protect their employees and give each of their three children a fair start.
Three generations · Geneva and New York
One estate, three generations, one plan.
Property in two countries, a family vineyard and nine grandchildren: the estate had grown faster than the family’s ability to agree on it.
A private foundation · Boston
A foundation built for the next fifty years.
A newly created foundation needed an investment policy, a board and a grant strategy before its first anniversary.
The partners
People you will actually speak to.
Margaret Hale
Senior Partner
Thomas Reed
Chief Investment Officer
Richard Vaughn
Head of Family Office
Claire Whitmore
Client Director
The journal
Recent thinking
Begin with a conversation.
Tell us what you are building and what you want to protect. We will tell you, honestly, whether we can help.