Protect your family's legacy 

Ultra-high-net-worth individuals and families face unique challenges—and opportunities. Through our Family Wealth Platform, our experienced Wealth Partners can help you manage your lifestyle needs and navigate family dynamics and philanthropy.

Find a Wealth Partner

Our goal is to simplify clients’ lives by being their single point of contact for all of their investment, personal finance, and lifestyle needs.

Family Lifestyle Offering

Manage your family's lifestyle needs

Your Wealth Partner can facilitate personal introductions to third-party specialists who can support your family’s day-to-day activities—connecting you to a curated  network of experts across critical areas of family life, such as healthcare, education, private aviation and cyber security.


In-House Family Dynamics Team

Foster dialogues across generations

Participate in in-depth discussions, led by our in-house Family Dynamics Team, to help you and your family understand each other’s concerns and aspirations. These conversations can help your family translate your shared values into a mission and approach to managing family wealth—including opportunities for younger generations to become a meaningful part of the conversation.


Private Briefing Experience

Meet with our experts and thought leaders

Discover the full power of our partnership with a Private Briefing with our senior leadership. We’ll introduce you to our subject matter experts and industry specialists in an intimate, one-on-one setting with a schedule curated exclusively for you and your family.

Top perspectives in the industry


Emerging investment trends we think could endure in 2024

Feb 22, 2024

We think inflation fears could fade after a recent flare-up. Technology and health care stocks should rally, while M&A is likely to maintain a faster pace than last year.

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two people exchanging ideas

Start a conversation

Our partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or click here to tell us about your needs and we’ll reach out to you.