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Hikers in Mountainous Landscape

Estate, Philanthropy & Legacy

As investment managers, our focus is driven by our clients' objectives created by their financial plan rather than by a benchmark. We strive for absolute returns, with a focus on risk management and capital preservation, by minimizing drawdowns, downside exposure and creating more consistent returns.

"Learn from the present, don't wait for the future and never dwell on the past"

Coordination with chosen legal counsel to provide recommendations for asset protection, including medical and creditor protections, pre-liquidity transactions, legacy planning review, trust reformation planning, and advising on private foundations.

We summarize existing estate planning documents and collaborate with your private legal counsel to review and effectuate your estate plan, and advise on life-changing events such as business transactions, sudden wealth, marriage, divorce or death.

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