Who We Serve

For families whose questions go beyond the portfolio.

Our clients are generally families, founders, and entrepreneurs with approximately $1 million to $10 million of investable assets, primarily in New York, who want more than portfolio management alone.

Founders & Entrepreneurs

People whose wealth may be concentrated in a business and who need to translate entrepreneurial success into a diversified personal financial plan.

Questions we often explore

How do I diversify beyond my company?
What should happen after a sale or liquidity event?
How do business and family finances fit together?

First-Generation Wealth Creators

Families navigating wealth without an inherited family-office infrastructure.

Questions we often explore

Who should be on our advisory team?
How do we organize what we've built?
What does a sound long-term plan look like?

Families Thinking About the Next Generation

Parents and grandparents who want to transfer not only assets but financial knowledge and responsibility.

Questions we often explore

When should we talk to our children about wealth?
How do we prepare heirs for inheritance?
How can giving become a family practice?

Let's Talk

Let's talk about what you're working toward.

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