Our Approach
We do not sell products. We do not collect commissions. We are paid a single, transparent advisory fee — and our work is judged by the document it produces.
I.
A comprehensive plan that integrates investment, tax, estate, insurance, and cash-flow strategy into a single document — refreshed annually.
II.
Discretionary investment management built around your written Investment Policy Statement — typically global, multi-asset, and tax-aware.
III.
In-house tax counsel, working alongside your CPA, to identify and execute strategies that show up in your return — not your statement.
IV.
For families holding $25M+, a coordinated platform of investment, administrative, and governance services that grow with the family.
The Cadence
01
One unhurried meeting to understand your circumstances and ambitions. No deliverables, no obligation, no fee.
02
Within two weeks: a written diagnostic of your current portfolio and plan, with two or three areas of priority.
03
A simple, documented engagement letter. Fees disclosed. Investment Policy drafted and approved.
04
Quarterly reviews. An annual planning meeting. A direct line to your advisor between them.
On Fees
Our advisory fee begins at 0.95% on the first $5M of assets and declines to 0.35% above $25M. There are no transaction fees, no proprietary fund expenses, no hidden compensation.
Our typical client pays an all-in cost — advisory, custody, and underlying investment expenses combined — of less than 1.05% per year. We will quote your exact rate at the first meeting.