Welcome to Your Family Office
Since the 1800's, wealthy families have been establishing a Family Office to create an independent platform to preserve wealth for future generations.
A degree of frugality along with the right investment philosophy is the key to successful wealth preservation. Through our private banking services, we assist clients with confidential bill pay services and budgeting.
The greatest service we provide our clients is helping them establish the right investment philosophy; a unique value philosophy practiced by the most successful investor of our generation and the only proven approach over time.
- Defining Your Legacy
- Confidential Bill Pay Services
- Managing the Family Business
- Asset Management
How will future generations remember you? Legacy Planning is your opportunity to define your legacy by developing a thoughtful plan that will unite your Family with a common vision across multiple generations. We work with your trusted legal and accounting advisors to assist in designing tax advantaged structures with an investment philosophy that will stand the test of time.
The best investment philosophy in the world is meaningless unless one has the discipline and infrastructure in place to instill a sense of frugality. Through our private banking services, we assist clients with confidential bill paying and budgeting, allowing you to enjoy the fruits of your labor today while preserving and building wealth for tomorrow. A continuous financial snapshot is available via their iPhone, BlackBerry or Android.
There are many challenges in running a successful family business - sometimes the greatest challenges come from within the family. Should you sell the business or pass it on to the next generation? Is the structure in place to ensure harmony among family shareholders? What is the value of your business - are you positioned to preserve and build on that value? For the past 30 years, we have served as trusted financial advisors to family owned business and played an active role in answering many of these questions.
One of the greatest services we provide our clients is helping them adapt the right investment philosophy. While there are many investment alternatives, there is only one investment approach that has proven successful across all economic cycles for the last century; a value investment philosophy established by the late Benjamin Graham and practiced by the most successful investor of our time, Warren Buffett. Another unique advantage is our open architecture with the financial stability of the largest independent asset custodian in the world where client and advisor interests are aligned.