Consistent, Personal Advice
We will meet with you regularly, talk with you often, and come to know you extremely well. This personal relationship is more than just a luxury: it's essential to providing you the highest quality advice - tailored to your preferences, your concerns, and your particular needs.
No more ad hoc decisions. Our broad planning capabilities with taxes, insurance, estate planning and trusts will help you understand the "big picture" and make good strategic choices in all areas of your financial life.
You will have a globally diversified portfolio built on the latest academic research and tax-management strategies to maximize your after-tax returns. A typical portfolio holds more than 12,000 securities in more than 35 countries.
Support For Your Best Intentions
We believe that with careful thought "doing well and doing good" are compatible goals. We can help you develop strategies to align your financial resources and philanthropic efforts to support the interests and communities that are important to you.
We are fully independent and work only for you. As a fee-only firm, we do not accept commissions, referral fees or any other payment that could remotely bias our recommendations.