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We build a dedicated team for each client and serve as their chief financial officer, providing a full suite of services, including:
Customized asset allocations based on our proprietary strategy 

Access to extensive array of managers with favorable terms 

Intensive due diligence and ongoing manager monitoring 

Incorporation of tax and trust & estate planning 

Enhancement of philanthropic strategies 

Comprehensive education for multiple generations 

Collaboration with outside advisors, including attorneys and accountants 

Consolidated reporting on all assets
Industry Role:
InvestorAllocator
Investor Type:
MultiFamilyOffice
Investment Interests:
HedgeFund
PrivateEquity
# Location Address
1. New York, NY, US 140 E 45th St, New York, NY 10017, USA
# Contact Info Location
1.
    New York, New York, US
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