We manage assets for a worldwide clientele of family offices in a wide range of equity, fixed income, alternative and multi-asset approaches. Our clients include large single- and multi-family offices, family foundations and independent wealth advisers.
Why family offices partner with us
As a private partnership whose origins date back to 1928, we have a deeply ingrained appreciation of the privacy and confidentiality needs of our family-office clients.
CLIENT-ORIENTED BUSINESS MODEL
Our only business is investment management, with a focus on serving family offices and other institutional investors with extensive experience in investing and long time horizons.
We seek to gain an in-depth understanding of each family office’s investment objectives — upside participation with downside mitigation, absolute-return goals, inflation hedging or other goals — and tailor solutions that are often shaped by clients’ tax considerations and liquidity preferences.
Our infrastructure and oversight processes are designed to provide consistency of service to our family-office clients.
Investment solutions for family offices
This list is for illustrative purposes only and does not include all of the approaches that are available or that may fit the stated theme. Investing involves risk, and an investment in an approach could lose money.
Resources for family office clients
SEMINARS AND EDUCATIONAL PROGRAMMES
We sponsor regional, family-office-specific seminars and roundtables. We also offer events and materials for a broad range of clients, including family offices:
- Forums focused on research platforms, asset allocation, risk management and natural resources
- Webcasts hosted by our investment professionals covering a wide range of topics
- Thought leadership, including white papers and quarterly market outlooks.
Meet some of our family-office professionals
Lisa Thors, Director of Family Office Strategies
Charles Ruch, CFA, Relationship Manager
Michael Feder, Director of Finance Administration
Anthony Liberti, Business Development Manager