Family Legacy Services
For over six generations, the values of our founder and namesake have steadily guided our business, so we know family is not just an important thing: it’s everything.
Whether you want to preserve your wealth for future generations or make a greater impact on the world at large, you need an objective and experienced team that understands the unique dynamics of each family.
We begin by sitting down with you and your family to discover your needs, goals and dreams. From there, we determine the right mix of financial solutions for your unique situation. And as your needs evolve and change, we’ll make the adjustments to change with them.
Family governance is a crucial component of your family’s plan to preserve its wealth.Learn more
Business succession entails careful planning for a once-in-a-lifetime decision.Learn more
We offer unique alternative investment strategies designed for you.Learn more