Our Beliefs

We take tremendous satisfaction in being helpful in any way we can. Clients look to us for evenhanded guidance on matters large or small, business-oriented or personal. We recognize that wealth management encompasses far more than a balance sheet; it involves our clients’ passions, values, and vision. We look to help clients advance their intentions for their wealth—whether they want to sell their business, start a new one, structure their estate for future generations, finance a plane or yacht, or pursue another significant goal.

We fully invest in each relationship, attesting to our commitment to our clients and honoring the trust they have placed in us.

Our Suite of Offerings

We serve busy people who have many demands on their time. Mindful of this fact, we strive make their financial lives as convenient as possible. Clients delegate important matters to us because they know we will tackle issues and problems with relentless attention. Our background in investments, banking, family office services and business structuring has broadened the scope of our value proposition.

Here are some of the needs we are skilled in addressing:

• Investment management. We are committed to helping you achieve financial outcomes that are aligned to your personal goals through professional investment management.
• Traditional brokerage services. We also assist clients in traditional brokerage services, offering access to institutional-caliber execution capabilities across many major asset classes such as equities, fixed income, foreign exchange, commodities, and derivatives.
• Pre- and post-liquidity event strategies. We have guided a number of business owners and entrepreneurs through the structure and sale of their businesses. We know first-hand the importance of anticipatory and timely action. We also advise clients about business succession planning and governance.
• Wealth planning. We are deliberate, methodical and analytical in our approach. We tackle large-scale wealth planning initiatives in a sequenced and logical manner, laying out a deliberate path toward pursuing each client’s objectives.
• Customized credit. Clients look to us for assistance in financing marquis real estate acquisitions, as well as aircraft, marine vessels, art and other luxury goods. Our parent company Bank of America provides clients with a timely and responsive framework to negotiate customized lending on a client’s behalf.
• Legacy design. From next-generation education and stewardship to large-scale philanthropy, we support clients in visualizing, advancing and confirming their long-term legacies. Our approach is collaborative, drawing on the advice and guidance of specialists, both within the firm and beyond.

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Our Focus

We take great satisfaction in helping clients resolve issues and allay concerns. Some clients come to us with challenging situations that require intensive evaluation. For others, we help to anticipate potential hurdles, alerting them to potential issues that can be often be avoided through thoughtful planning. Our goal is the same: designing appropriate solutions that are personalized to each client’s situation.

We preserve the highest level of privacy, earning client trust through our judgment and discretion. We also look to add tangible value by broadening clients’ networks, connecting them to like-minded peers, so they can share best practices and ideas.

We see ourselves as privileged to serve as an extension of a client’s family, and we welcome high expectations and standards as we hold them ourselves.