Experience: We are experienced wealth advisors, with over 100 years of combined expertise in meeting the wealth management needs of families with complex, cross-border structures, and assets.

Comprehensive approach: Our clients entrust us with a full picture of their assets and expect us to advise them on all aspects of their wealth: legal and fiduciary structures, personal ownership, operating companies, liquid, and illiquid investment assets.

A disciplined approach: We conduct a methodical review to provide customized solutions that meet the long-term needs of our clients and their families.

Trusted Advisor: We work with each family closely to address its current and long-term needs. We combine our global expertise with a deep understanding of the human side of family interactions.