Our Approach
Our approach is different. Because our clients are different.
What is most important to you? Our team will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
Based on what’s important to you, we bring together our team of professionals to provide you with the advice you need in all of the areas that impact your life, and the lives of your family.
Our Services
The highest standard of objectivity. The right choice for you.
Serving your best interest means offering an unbiased range of investment solutions; taking the time to explore new opportunities; and accessing both internally and externally managed strategies – including world-class managers from around the globe. Tailored to your family’s specific risk profile and goals, the right choices are informed by a depth of experience, proprietary research and ongoing evaluation, designed to efficiently, and prudently, manage your portfolio of capital for generations to come.
Disciplined Approach: An optimal balance of internal and external boutique investment managers based on macroeconomic analysis and unique client objectives
Competitive Fees: Scale, scope and buying power to negotiate fees with third parties
Continuous Oversight: Rigorous due diligence and dedicated research across our platform based on investment policy and management committee standards
Strong Performance: Proven track records for selected managers over an extended period
Broad Diversification: Asset allocation strategies and opportunities that offer different approaches/styles to optimize long-term return potential and manage risk
Cross-Border Expertise: Global resources and bench strength used to inform investment decisions
Streamlined Reporting: Investment management from a trusted and centralized source
