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.
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
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.
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In-House Family Dynamics Team
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
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.
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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.
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