A STRATEGY FOR WHAT MATTERS, designed just for you
You deserve a wealth plan that reflects the intricate details of your life and goals, and addresses wealth’s three dimensions: preservation, accumulation and distribution.
That’s why, as your center point of guidance, we counsel you on all facets of your finances – from retirement planning to advanced estate planning strategies and family's foundations. We collaborate with your accountants, attorneys and other professional advisors as a matter of course to support all-encompassing care.
Our tenured team has a worldly perspective, applying more than two centuries of combined experience in providing a high-touch, boutique-style connection for clients. We are intimately familiar with and prepared for the level of commitment required to serve as a knowledgeable guide to both individuals and institutions, developing a deep understanding of your family or organization’s dynamics and needs to serve you well. Our dual specialties enable us to seamlessly incorporate our clients’ philanthropic institutions and business interests as part of a holistic wealth plan.
When partnering with clients to sustain and preserve their assets and legacy, we take an endowment-like approach that focuses on the long term. Through our thoughtfully personalized client experience, our goal is to provide you with the luxury of simplicity.
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Communicating financial values to the next generation is so important, Lisa wrote a book about it.
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Our concierge approach to helping clients navigate life’s transitions and difficult conversations sets us apart.
