Team founders Nic Grala and Jason Kingshott have spent their entire careers addressing the needs of ultra-high-net-worth clients. They are intimately attuned to the needs of the clients they serve.
An incomplete list of services they provide include the following:
- Tax and fee-sensitive investment management, including both public and private offerings.
- Customized portfolio design, including building around concentrated positions.
- Wealth-transfer strategies that align a family’s interests and intentions with evolving tax legislation.
- Next-generation stewardship initiatives that are designed to promote the continuity of family wealth and facilitate positive family dynamics.
- Collaborating with external tax and legal advisors, as well as in-house specialists, to ensure a consistent and holistic approach to each client’s financial picture.
The team believes humility and integrity underpins every aspect of the work they do with their clients. These values are deeply embedded in daily decision making, their collective work ethic, and service model.
Nic and Jason hold the team to high standards so that clients can rely on consistency and diligence, not for a single generation, but for decades to come.
- Transparency in approach
- Speed and precision in execution
- Loyalty to client aspirations
- Relentlessness in problem solving
- Thoroughness in safeguarding client privacy