Discretionary portfolio management
We hold the mandate to manage your assets directly — rebalancing, tax-loss harvesting and currency hedging handled quietly, with a written policy behind every decision.
What we do
Six practices, one standard.
Wealth & estate planning
Wills, trusts, succession plans and charitable structures designed with your family's story in mind — not a stack of templates.
Family office services
Bill pay, entity management, consolidated reporting and one senior contact who knows your whole picture, not just one account.
Tax-aware investing
Portfolios built around your actual tax situation. Harvest losses, defer gains, choose the right accounts for the right assets.
Private market access
For qualified clients — vetted private equity, real assets and venture funds through a manager platform we research in-house.
Exit & liquidity planning
For founders selling a business: proceed analysis, concentrated-stock wind-down and a clear plan for the decade after closing.
Fees & transparency
What we charge, plainly.
0.42% advisory fee
All-in management fee on the first $10M, declining thereafter. No commissions, no hidden loads, no product kickbacks — ever.
Fee-only, fiduciary
We are legally bound to act in your interest. If we can't be compensated fairly, we'll tell you — and point you elsewhere.
One transparent bill
Quarterly invoice that reconciles to the penny against custodian statements. You will always know exactly what you pay.
Engagement
A calm process, followed every time.
01
Listen
Two or three conversations about your goals, constraints and the life you're trying to fund.
02
Design
A written investment policy and allocation specific to you — walked through line by line.
03
Manage
We run the portfolio day to day. You get one clean report each quarter.
04
Review
Every six months we sit down — market, allocation, life changes. The plan bends before it breaks.
Begin the conversation
Your money, finally uncomplicated.
A complimentary consultation. No fees, no forecasts disguised as guarantees — just an honest look at where you stand.