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"It requires a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it."
Meyer A. Rothschild
There's no denying that wealth can bring opportunity and great freedom. But along with that freedom comes an entire range of responsibilities, challenges, and yes, complexity.
Affluent people hire us to be their advisors and, really, their family Chief Financial Officer. We work with our clients to make smart decisions regarding all aspects of their financial lives and to help them achieve peace of mind.
Successful investing today is about much more than simple diversification or picking the right stocks. The sophistication of global markets, wide array of investment products and 24-hour delivery of information demand a disciplined approach to building and preserving wealth. Therefore, we don't just sell a single security or hot idea. We propose a comprehensive financial plan including a serious investment process by which we can manage your wealth for a lifetime. More broadly, this means working with affluent clients to do three essential things: accumulate wealth, preserve their wealth, and then transfer it to their heirs.
Our purpose is to offer families financial peace of mind by partnering with them and helping them make smart decisions about their wealth by offering non-biased solutions with wisdom (not just information), respect, and integrity.