United States, Institutional

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Family offices

A global clientele of family offices entrusts us with their assets across a wide range of innovative investment solutions. Our Family Office Team’s long-term, consultative approach is focused on the needs and total-return-oriented goals of these single- and multi-family office, family foundation, and independent wealth adviser clients.

Delivering a client-focused philosophy

As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization — after fees and taxes — and downside risk mitigation top of mind because we know net returns are what matters. 

Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.

Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.

Our global team

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