Who we serve
A small number of relationships, deliberately.
We work best with people whose situation has genuine complexity and who want a single team accountable for all of it. Below is what that looks like for each group.
Founders and executives
When most of the balance sheet is one company.
Concentration is how wealth is created and the most common way it is lost. We work with founders and senior operators from well before a transaction through the years after it, turning an illiquid paper position into capital that can support a life.
- Pre-liquidity planning while valuation and structure are still flexible
- Qualified small business stock analysis and multiplication strategies
- 10b5-1 plan design and staged diversification schedules
- Equity compensation: ISOs, NSOs, RSUs, AMT exposure and exercise timing
- Charitable funding with appreciated shares ahead of a transaction
- Post-liquidity allocation, cash management and lifetime spending analysis
Multigenerational families
When the question is stewardship, not accumulation.
Families with established wealth have different problems: coordination across entities, tax efficiency across generations, and preparing people rather than portfolios. We take on the administrative weight and keep the plan legible to everyone it affects.
- Consolidated reporting across trusts, entities and outside holdings
- Estate and gifting strategy in partnership with your attorneys
- Trust administration support and beneficiary reporting
- Next-generation education and family governance meetings
- Philanthropic structures: donor-advised funds and private foundations
- Bill pay, cash management and annual tax package preparation
Foundations and institutions
When a committee has to be able to hold the line.
For foundations, endowments and nonprofits, the hardest part of investing is governance. We help boards write policies they can actually follow, and give them the reporting to demonstrate they have.
- Investment policy statement drafting and periodic review
- Spending policy design with smoothing rules that survive drawdowns
- Asset allocation modelling against mission and grant obligations
- Manager selection, monitoring and fee benchmarking
- Mission-aligned and values-screened mandates where required
- Board and committee reporting, plus audit-ready documentation
Fit
We are not right for everyone, and we will tell you.
If your situation would be better served by a different structure or a larger institution, we would rather say so in the first meeting.