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
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Institutional Solutions

Minimum Investment$50M

Sophisticated investment strategies for pension funds, endowments, and institutional investors.

Multi-manager platforms
Direct co-investments
ESG integration
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Family Office Services

Minimum Investment$25M

Complete wealth management ecosystem for multigenerational families and single family offices.

Generational planning
Philanthropic advisory
Concierge services
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