What We Do
Investment Management
We build and manage your portfolio by utilizing both public and private assets that align with your portfolio goals and objectives. A 2023 survey by Goldman Sachs shows that the average family office has a 38% private investment allocation, and we believe both categories play a substantial role in the growth of high-net-worth family’s assets. On the public portion, we use tax-advantaged core strategies complemented by select securities we intend to hold for long-term compounding. On the private side, we prefer opportunities in the Lower Middle Market (LMM)—where we believe there’s less capital competition and higher return potential with a greater margin of safety. We stretch these across diverse structures and multiple asset classes.
Financial & Legacy Planning
We employ planning around your financial goals, considering your estate, tax, and liquidity objectives to determine a long-term financial plan. We integrate multi-generational goals, values, and aspirations into your wealth management plan to ensure a lasting legacy aligned with your family’s unique vision and values. You’ve brought a lot to this world. We want you and your family to enjoy the fruits of that labor and feel confident about the future.
Centric Advisor Coordination
As your central advisory hub, we coordinate with all your external advisors and streamline your financial initiatives to make projects and action items seamless and hassle-free. We seek to meet your concerns without causing any.
Custom Quarterly Reporting
Tailored quarterly reports that provide a comprehensive snapshot of your balance sheet, investment performance, and other essential information – co-created with you and delivered directly to your inbox for easy monitoring and collaboration.
Get In Touch
Beating the market is hard.
Forecasting it is even harder.
We are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Do the things you want to do, and leave the rest to us.
