With a robust private client practice, we can collect a wealth of information that helps our clients gain valuable perspective from their peers.
We strive to maintain the highest level of confidentiality surrounding our private clients and their personal information by using code names and other restrictions to guard the privacy of our private clients’ data. At the same time, we recognize the keen interest among our private clients to learn the trends and best practices among their peers. With more than 170 private clients around the world with assets ranging from $50 million to over $5 billion, we can draw from a broad universe to conduct comparative surveys on several key issues including asset allocation, governance, and family office structure.