Who we help
Advice for the situation you’re actually in.
We serve individuals, families, and institutions. Every relationship begins with understanding what you’re facing, not with a product.
Your next chapter
Approaching or enjoying retirement
When the paycheck stops, the questions multiply. We connect your income sources, spending, taxes, and investments into one plan, and revisit it as life changes.
- Will my savings support the life I want?
- In what order should I draw from my accounts?
- How do taxes change once I stop working?
Across generations
Families with significant wealth
We bring accounts, advisors, and generations into one coordinated picture, aligned with your intentions for family and philanthropy.
- Is our estate plan reflected in how accounts are held?
- How do we prepare the next generation?
- How should charitable giving fit our plan?
What you built
Business owners and executives
Much of your wealth may be tied to one company. We help you prepare years ahead of a sale or succession and coordinate with your CPA and attorney, so a liquidity event becomes lasting security.
- How should I prepare financially to sell my company?
- How do I manage a concentrated position?
- What happens to my plan after the sale?
When life changes
Navigating a transition
After the loss of a spouse, a divorce, or an inheritance, clarity matters more than jargon. We explain plainly, move at your pace, and put structure around decisions that shouldn’t be rushed.
- What needs attention now, and what can wait?
- How do my taxes and income change?
- Who should I coordinate with?
Your mission
Foundations and institutions
Systematic, liquid, risk-managed investment strategies for foundations, endowments, trusts, and other institutional investors. Our institutional relationships are led by Jeff Lear.
The first step is a conversation.
Tell us what’s on your mind. We listen, ask insightful questions, and tell you plainly whether we’re the right fit.