SEC Registered Investment Adviser
SIPC Member
Private Banking for the Digital Age
Institutional-grade wealth management combining decades of Wall Street expertise with advanced technology and quantitative research methodologies. Exclusively serving families and institutions with $10M+ in investable assets.
20+
Years of Experience
Wall Street veterans
Tailored for Sophisticated Investors
Private Banking Solutions
Comprehensive wealth management services designed for ultra-high-net-worth families and institutional investors seeking sophisticated investment strategies.
Private Wealth Management
Minimum Investment$10M
Comprehensive portfolio management for ultra-high-net-worth families with sophisticated investment needs.
Custom portfolio construction
Alternative investment access
Tax optimization strategies
Institutional Solutions
Minimum Investment$50M
Sophisticated investment strategies for pension funds, endowments, and institutional investors.
Multi-manager platforms
Direct co-investments
ESG integration
Family Office Services
Minimum Investment$25M
Complete wealth management ecosystem for multigenerational families and single family offices.
Generational planning
Philanthropic advisory
Concierge services