Investment Management

Our team follows a disciplined approach through market cycles, personal milestones and the full evolution of your wealth. We offer many customized options to help you reach your wealth goals

• Full-service investment advisory
• Custom capital markets solutions
• Monetization of concentrated positions

 

 Wealth Management Strategies

Together with your other advisors, our team of wealth management strategists guides you through complex tax strategies and ways to structure your estate.

• Discovery, analysis and best practices
• Sophisticated wealth planning and structuring
• Integration of personal and business taxation
• Estate preservation
• Insurance advice
• Cross-border strategies

 

Effective Stewardship

Leaving a successful business or career requires thoughtful and proactive planning. Our team can help you make some of the most important decisions of your life, including with regards to business succession planning, legacy, strategic philanthropy and bequests.

• Business succession and transition planning
• Multi-generational family wealth advice
• Financial fluency for younger generations
• Strategic philanthropy, foundations and bequests advice

 

Banking and Trust Services

Our private banking strategic partners have the expertise required to make your financial vision a reality.

• Full-service banking
• Bespoke lending
• Partner Capital Loans
• Cash and liquidity management
• Estate and trust services