Who We Serve

We bring our vast global + local resources and decades of experience to each client relationship, helping them pursue their unique vision and goals.

Our clients include:

Successful Individuals & Families

Successful Individuals & Families

We provide strategic advice and a comprehensive range of Multi-Family Office solutions to help clients pursue their wealth and legacy goals—and simplify their lives.

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Single Family Offices

Single Family Offices

We deliver a unique set of solutions and services for Single Family Offices that need the knowledge of a trusted advisor who understands the complexities involved in the management of a family office.

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Foundations

Foundations

We offer strategic advisory services to help both family and institutional foundations align purpose and performance, using an integrated philanthropic platform that goes beyond basic grantmaking.

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Nonprofit Organizations

Nonprofit Organizations

We customize our services to the needs of nonprofits to help them manage their businesses more efficiently, make better decisions, and align their investment objectives with their mission and cash flow requirements.

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