Every member of our team is selectively hired and carefully mentored to ensure an ethical, collaborative firm culture and utmost excellence in client experience. Each client relationship is led by at least one partner and supported by additional team members.

Following successful careers at major Wall Street firms, our partners bring decades of experience in investment management, wealth management, and investment banking. In addition, we share a network of geopolitical and financial thought leaders as well as civil society and philanthropic leaders.

Our partners have worked together for over twenty years and share a passion for helping our clients achieve their goals through thoughtful planning and investing.