Our Principles
Integrity matters—to us and to the people we serve. Our character comes through in our work, reflecting who we are as people, as well as professionals.
We believe that clients know when they are well served—that they can discern our genuine commitment to their well-being.
Here are a few of the principles that guide our work:
- We are active listeners. We work with a limited number of clients, so we’re able to invest considerable time into our relationships. Our goal is to ask good questions, identifying possible issues, as well as opportunities. We think deeply and carefully about each client’s situation, keeping clients top of mind and striving to add value in any way we can.
- We embrace client priorities as our own. We’re skilled problem solvers—anticipating what is ahead, weighing possibilities, taking methodical action, and seeing issues through to a satisfying conclusion. Typically, clients have several options to consider; we help them arrive at the appropriate solution that reflects the hierarchy of their objectives.
- We understand family dynamics. We’ve worked with ultra-high-net-worth clients for many years, so we’re sensitive to the issues that wealth can create. We strive to help clients pursue the beneficial outcomes of wealth and side-step possible pitfalls. Each family is unique, a singularity we appreciate. We look to help families articulate their own vision for their wealth, advancing those aspirations through steady guidance and coordinated advice.
Enduring Relationships
Substantial wealth is different in its demands and its opportunities. At the RSL Group, we understand the intricacies that ultra-high-net-worth clients encounter. Typically, complexity is not linear – it’s exponential. Clients often have intersecting priorities and interests. They recognize that their situations require more than cursory advice and rote solutions.
It’s in those situations that we can add the most value. We’re a close-knit team of professionals with extensive experience guiding a highly accomplished clientele. We bring integrity and acumen to our work, demonstrating a deep regard for clients and for each other.
We appreciate the unique circumstances of each client, addressing those aspects with an intensive focus on the needs of each person or family. Our approach is deep, deliberate, and painstaking. We take the time to know clients beyond their balance sheet, serving as trusted guides, discreet sounding boards, and reliable collaborators.
Together, we look to support clients in fulfilling the long arc of their ambitions, helping them pursue the positive outcomes of wealth—as they define them.
Clients We Serve
Headquartered in Greenwich, we serve clients throughout the United States who value the sustained leadership and coordination we can provide.
Clients hail from diverse paths. Many are hedge fund and private equity principals, real estate investors, entrepreneurs, and family offices. Others have charted their own path to wealth. Whatever the source of clients’ wealth, they tend to share common characteristics:
- Their wealth has become complex, requiring deeper specialization.
- They are interested in preserving wealth across generations.
- They have accomplished much in their lives and want to share that success with others.
- They appreciate the value of their time.
We believe our team is particularly well suited to advance the needs of ultra-high-net-worth clients, stemming from three features of our practice:
- Continuity. We have purposely structured our team to align with the needs of multigenerational families. We aim to be a single, reliable resource for decades to come, nimble in our approach to the demands of different life stages.
- Breadth. We look to deliver the enterprise to the clients we serve, identifying the capabilities that can help clients expedite their priorities and resolve their needs. As members of Merrill Private Wealth Management, we offer a different spectrum of resources specially designed for the needs of an accomplished clientele.
Client Service
The clients we serve tend to have multiple commitments – personal, professional, and philanthropic. We strive to make their lives easier and less stressful, so they can focus their energies on the people and pursuits they value most. Our local service team is the linchpin of our high-performing culture. We are committed to providing each customer with a highly personalized experience, where inquires are handled and resolved efficiently.
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