Services
Clear advice for consequential decisions.
Investment, succession, governance and giving: one team that sees the whole picture and answers to you alone.
Our disciplines
One firm, three ways to help.
Choose a discipline to see what it covers.
A plan that outlives the market cycle.
We build a long-term allocation around your goals, select independent managers and review everything with you every quarter.
- A dedicated partner and a named deputy
- Independent research, no in-house products
- Consolidated reporting across all your banks
Everything that matters, coordinated.
Property, governance, staff, art and philanthropy, handled discreetly by a team that knows your family.
- Family charters and councils
- Property, staff and collections
- Foundations and donor-advised funds
Pass on more than assets.
We prepare the next generation, protect the family business and design structures your heirs will understand.
- Next-generation education
- Business succession and sale
- Estate structures in the US and Switzerland
How it works
From first meeting to lasting partnership.
STEP 01
Conversation
We listen to what you have built, what worries you and what you hope for.
STEP 02
Written proposal
A plan in plain language, with clear fees and responsibilities.
STEP 03
Implementation
We put the plan to work, at the pace you choose.
STEP 04
Stewardship
Quarterly reviews and a partner who calls before you need to.
Compare
Which service is right for you?
| Service | Essential | Signature | Family Office |
|---|---|---|---|
| Dedicated partner | — | Yes | Yes, with a full team |
| Review meetings | Twice a year | Quarterly | Monthly |
| Tax and estate coordination | — | Yes | Yes |
| Property, staff and collections | — | — | Yes |
| Annual fee | From $12,000 | From $36,000 | On request |
Questions
Frequently asked questions
How are your fees calculated?
One annual fee, agreed in writing before any work begins and based on the complexity of your affairs. We receive no commissions, retrocessions or kickbacks from anyone.
Is there a minimum level of wealth?
Most of our clients have investable assets above five million dollars, but the right fit matters more than a number. We are always happy to talk.
Who holds my assets?
Your assets stay in your name with an independent custodian bank of your choice. We never hold client money.
How often will we meet?
At least once a quarter, and whenever something important happens in your life or in the markets.
Can you work with my lawyer and accountant?
Of course. We coordinate with the advisers you already trust and keep everyone working from the same plan.
Book a meeting
Meet Claire, our client director.
She will take the time to understand your situation and introduce you to the right partner.
or call +1 (212) 555-0147