Our Family Office is your Family Office - for US and non-US clients

We have a long history of serving clients across the US. Over the past decade we also started serving non-US clients who wanted to participate in the US market. There are many hurdles for non-US persons to open US accounts but we have developed a special expertise in being able to open accounts and successfully serve qualified non-US clients.

Due to our origins as a family office we are especially attuned to the needs of families - managing portfolios across trusts, retirement, business and other types of accounts as we execute financial and estate plans.

Whether it's planning for retirement, managing inheritance, funding childrens' education, or meeting other financial goals, we have the experience of working through and helping others through life's inevitable transitions.

We understand that each family has unique objectives and circumstances.  Each relationship receives the thoughtfulness and personal attention required to develop and implement the most appropriate investment strategies in an effort to achieve those objectives.

Our team works closely with all your investment advisors including lawyers, estate planners, financial planners and insurers. We also have trusted legal, insurance and trust partners whom we work with and can leverage their expertise as needed.