Principles of our work
We work exclusively with families of great wealth. This focus gives us deep, unmatched experience in this complex area of wealth management.
Independent & Aligned
We are uniquely aligned with the needs of the families we serve. Because we receive no compensation, payments or commissions from any third party, we are completely independent of any influence on our advice.
Our team works closely with our clients to simplify their complex financial and personal lives so they can focus on what’s most important to them – their families. We speak our clients’ language and limit unnecessary industry-related confusion as we constantly strive to provide clarity for them.
Because we are devoted to a limited number of clients, we can be intentional about providing individualized planning and proactive guidance. Our firm’s workflow is structured so that all clients can benefit from the knowledge and experience of our team members.
Mergers, Acquisitions, and Divestitures
Mergers, acquisitions, or divestitures have benefits. Sometimes, the legal requirement for spinning off specific productive assets involves Mergers and acquisitions (M&A) and divestitures, both of which may entail structural modifications to underlying business via the sale or purchase of the entire company or its parts.
When an organization’s senior leaders have a strong financial compass, it’s easier for them to resist the siren songs of financial engineering, excessive leverage, and the idea (common during boom times) that somehow the established rules of economics no longer apply. Misconceptions like these—which can lead companies to make value-destroying decisions and slow down entire economies—take hold with surprising and disturbing ease.
Restructuring and Workouts
The best companies have effective systems and processes, effective leadership, and effective workforces. We’ll work with you to balance them all, in a way that’s designed for today’s complex environment, nurturing performance, productivity, quality, and focus.
Not sure what fits your needs?
We partner with your family and existing advisors to develop and implement a comprehensive wealth management strategy.