Client Services

A Family Office Approach

Client service is highly personalized and, in many cases, family oriented. We are always available for advice and assistance on financial matters. We provide expert advice on tax planning, estate planning, the structuring of trusts and endowments, gifting and charitable contributions, family budgeting, and cash flow management. In addition, we can arrange various other financial services for our clients, such as securities custody and loan assistance.

Each client relationship is managed by a team of three professionals headed by one of our principals. We encourage frequent meetings to discuss progress toward our clients’ established goals. We also work closely with our clients’ attorneys and accountants.

All clients receive write-ups of core portfolio holdings, quarterly appraisals with performance reports, periodic commentary on market and company developments, and comprehensive year-end tax information.