Every strategy starts with clarity of purpose.

We help families and institutions uncover the values, intentions, and stories that define them. By aligning vision and priorities, we create a foundation for decisions that reflect more than assets—they reflect meaning and performance that are unique to each client.

Key Services, Among Many:

• Personal and family vision development
• Exploration of individual and collective investment goals, objectives, and preferences
• Articulation of family vision and values
• Clarifying the purpose of money within the family context

The aim is to unlock:

A compass for every decision. Shared clarity that aligns families, advisors, and fiduciaries around what matters most.

Strategy that connects life and wealth.

Planning can be most helpful when it provides long-term visibility into how goals can be realized over time. We aim to design flexible, multigenerational roadmaps that account for transitions, opportunities, and challenges—always coordinated across disciplines. And, we work with family offices and institutions for roadmaps specific to their vision and priorities, with the same coordination across disciplines.

Key Services, Among Many:

• Financial projections/cash flow modeling to help reach life goals
• Projection of future costs/needs
• Retirement & IRA planning
• Return on assets (real estate, etc.)
• Analyze & compare funding and investment vehicles

The aim is to unlock:

Confidence that your wealth and plans reinforce one another—so decisions are proactive, not reactive.

Disciplined and rigorous investment strategy and management, tailored to you.

We aim to provide a breadth of investment opportunities along with boutique attention. From policy design to manager selection, we seek to ensure portfolios reflect each client’s objectives, risk posture, and long-term vision.*

Key Services, Among Many:

• Investment policy & strategic allocation
• Portfolio construction
• Special holdings & opportunity integration
• Advisor & manager selection

The aim is to unlock:

Alignment of investment portfolios with client goals, risk appetite, and liquidity needs—while accommodating unique assets and optimizing for after-tax outcomes (where applicable).

Allocations built for clarity, performance, and resilience.

Our portfolio construction process strives to balance growth, income, risk, and tax efficiency (where applicable). Our aim is to ensure every allocation decision is measured against outcomes and coordinated with the broader plan of each client—whether that's a family, family office, or institution.

Key Services, Among Many:

• Asset allocation & optimization
• Portfolio monitoring & performance reporting
• Tax-efficient rebalancing
• Ongoing oversight & Rebalancing

The aim is to unlock:

A portfolio that aims to works as hard as you do—and be designed to endure, adapt, and deliver across time horizons.

Flexibility for today, security for tomorrow.

Liquidity isn’t just about the short-term—it’s about strategy. We structure cash flow, reserves, and distributions so clients can act decisively today without compromising the future.

Key Services, Among Many:

• Cash flow modeling & distribution planning
• Debt & credit strategies
• Liquidity event planning & liability management
• Cash flow & Transaction Reporting

The aim is to unlock:

Freedom to make bold choices—backed by a financial architecture that seeks to support sustainability.

Protecting what matters, across many dimension.

Our risk strategies cover more than insurance—although that's a core part of what we can advise on. From digital security to personal protection, we aim to weave safeguards into a coordinated system that defends both assets and peace of mind. Note that some of these services are coordinated by Pathstone, but provided by a third party.

Key Services, Among Many:

• Insurance strategy & oversight
• Cybersecurity & digital safety
• Family office & personal security planning

The aim is to unlock:

Resilience in the face of uncertainty—and the confidence to move boldly without constant vigilance.

Robust tax strategy. Disciplined execution.

We aim to integrate tax into important decision, from investment structures to estate planning. Our team strives to ensure reporting is accurate, compliance is executed with care, and opportunities for efficiency are captured.

Key Services, Among Many:

• Tax planning & advisory
• Reporting & compliance

The aim is to unlock:

Clarity that the most important decisions are tax-considered, structures are aligned, all with the aim that nothing slips through the cracks.

Structures that aim to preserve clarity and continuity.

We help families design estate and fiduciary strategies that reflect intent, values, and governance, with the aim of decision-making and continuity across generations. For institutions: We help institutions design fiduciary and governance strategies that reflect mission, values, and long-term stewardship, with the aim of clarifying decision-making and continuity of purpose across leadership cycles

Key Services, Among Many:

• Legacy & estate planning
• Trust formation & structure consulting, performed by a Pathstone affiliate.
• Counseling on fiduciary governance

The aim is to unlock:

A future where wealth preserves meaning—not just value.

Fiduciary discipline aligned with your intent.

We believe trust administration requires precision, transparency, and stewardship. We helps prepare trustees, manage governance structures, and ensure fiduciary integrity across generations.

Key Services, Among Many:

• Trustee and fiduciary services
• Private Trust Company (PTC) support & leadership
• Administration, reporting & oversight

The aim is to unlock:

Trusts that function as intended—with confidence, clarity, and accountability.

Sustaining unity across generations.

We believe families thrive when values, vision, and leadership align. We help to facilitate governance structures and prepare rising generations to steward wealth responsibly.

Key Services, Among Many:

• Family constitution development
• Rising generation development
• Family meetings & retreats

The aim is to unlock:

Continuity that unites—not divides. Families guided by purpose as well as resources.

Turning values into lasting impact.

We help design strategies that connect capital to communities and causes. From foundations to values-aligned investing, our work seeks to ensure generosity is structured, measurable, and meaningful.

Key Services, Among Many:

• Purpose-driven strategy & alignment
• Philanthropic strategy & governance
• Issues education, research & engagement
• Values-aligned investing services
• Foundation & DAF implementation

The aim is to unlock:

Purpose transformed into action—and impact that lasts for generations.

Guiding transitions and unlocking opportunities.

We advise business owners, executives, and institutions through critical transitions. Whether planning an exit, structuring compensation, or pursuing acquisitions, our guidance seeks to balance opportunity with protection.

Key Services, Among Many:

• Strategic business planning & leadership advisory
• Governance, boards & corporate structure
• Tax planning & structuring for business owners

The aim is to unlock:

Strategic transitions that help preserve value and create clarity for what’s next.

Simplicity in the everyday.

From property oversight to travel coordination, we aim to reduce complexity in the details of life. We strive to help clients gain back time, clarity, and confidence that essentials are handled with care.

Key Services, Among Many:

• Home & property management
• Travel & mobility services

The aim is to unlock:

Time back for what matters most.

Discipline, clarity, and efficiency.

We can act as a personal CFO, seeking to ensure bill pay, reporting, and oversight are handled with care and coordination. Families gain professional financial operations—reducing administrative burden.

Key Services, Among Many:

• Bill pay & vendor management
• Consolidated reporting
• Tax filings
• Cash flow coordination

The aim is to unlock:

Professional rigor brought to daily financial operations—simplifying complexity, building trust, and freeing focus.

Well-being as the foundation of wealth.

We believe true wealth is inseparable from health. We help to coordinate care, plan for long-term health needs, and provide global protection—with the aim that our clients thrive at every stage of life.

Key Services, Among Many:

• Health & wellness planning
• Medical insurance & concierge access
• Travel & global health support

The aim is to unlock:

Confidence that well-being, resilience, and care well managed—today and into the future.