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Investment Advisory

An Investment Approach Honed Over Seven Generations

Through roaring bull markets to sluggish bear cycles, we've invested the substantial assets of wealthy families for more than a century. Through it all, we've learned what sustains multigenerational wealth.

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Custom Investment Solutions Guided by Objective Analysis

We build investment portfolios specific to our clients' unique needs and objectives. Hallmarks of our approach include objectivity, diversification, and a long-term perspective. We do not recommend proprietary financial products nor accept commissions, ensuring that our interests are fully aligned with those of our client families. The following principles form the bedrock of our investment approach.

Equities Drive Long-Term Success

To harness the wealth accumulation potential of global equities, we remain mindful that valuations matter. We thoughtfully blend active and passive investment strategies.

Diversification is Paramount 

Equities may rule over the long term but won't always lead capital markets in the short term. Diversification reduces risk and delivers a smoother path to achieving one's overall goals.

Bespoke Portfolios Achieve Better Results

There is no “one-size-fits-all” investment solution. We closely align our clients' investment strategies with their overall wealth plan, including family goals, liquidity needs, and risk tolerance.

Taxes Matter

Taxes are a persistent drag on returns that compounds over time. Our proprietary tax overlay allows us to manage tax implications on a daily basis. We continually look for tax efficient opportunities across all asset classes and pursue ways to mitigate tax liability.

A Robust Investment Platform that Offers Diversified Solutions

Public & Private Equity for the Long-Term

Our rigorous due diligence, deep connections, and extensive experience in the investment community provide a discerning perspective and privileged access to traditional and alternative equity managers, including leading private equity funds.

Fixed Income & Private Credit for Yield & Stability

Fixed income, both public and private credit, plays an important role in diversified portfolios. We may hold fixed income investments to add stability and improve portfolio diversification or to generate income while seeking to preserve purchasing power. Meanwhile, opportunistic investments in private credit can bolster a portfolio's yield profile.

Alternative Investments for Diversification

Hedge funds can give portfolios access to performance drivers that are different from conventional stock and bond positions. When incorporating alternative investments, we consistently focus on risk and liquidity.

Real Assets for Appreciation & Income

Assets such as real estate, infrastructure, and commodities allow portfolios to further diversify away from traditional equities. These holdings help to hedge against inflation and may enhance yield while generating more consistent returns.

Partnering for Success

We leverage the expertise and networks of other smart investment professionals to bring you access to institutional grade investments and quality investment opportunities. Here are some of the external firms with which we do business.


Strategas is an institutional brokerage and advisory firm serving clients in more than twenty countries around the world.

GlasFunds Logo

GLASFunds is a leading alternatives investment and operational platform providing financial advisors with direct access to exclusive private opportunities.

The Wigmore Association

An international association of non-competing family offices who are passionate about collaboration and the sharing of ideas and intelligence to benefit their client families.