Private Clients
We help families of institutional scale build portfolios to meet their investment goals and fulfill their legacies.
Our private clients’ investment portfolios are an integral part of their financial enterprise. Because no two families are alike, we work closely with each investor to build a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, and other unique factors. We are also practiced at collaborating with other financial advisors to create a seamless partnership.
Our expert investment teams work with families at various stages of the investment lifecycle. We aim to build long-term relationships with our private clients, helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth.
The relationships we build are grounded in an alignment of interests with our clients. We don’t generate fees from investment products or have financial relationships with managers for recommending their products. Our clients can trust that the investment decisions we make for their portfolios are meant to achieve their financial objectives, not our own.
Services We Offer
Portfolio Management
When building portfolios for private clients, we are responsible for managing the portfolio and delivering results. Families can choose to work with us on a discretionary or a non-discretionary basis. Under our discretionary model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement, we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.
Asset Class Mandates
With investment expertise across asset classes, and specialized resources in alternative assets, we manage a portion of a private client’s portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our portfolio management services for total assets, private clients engage with us in either a discretionary or a non-discretionary capacity for single asset mandates.
Staff Extension
For families with a well-staffed family office, we partner closely with them to complement and augment their in-house resources, providing our expertise and manager relationships across asset classes or in specific asset classes only.
Latest Research
VantagePoint: Second Quarter 2018
Advice in Brief The global economy and capital markets are constantly evolving. From the industrial revolution in the 1700s, to information technology in the last…
Read More »
CA Answers: What Should Individual Investors Do Now That the US Tax Bill Has Passed?
The new US tax bill creates little pressure for immediate action by individual investors, even though we expect the legislation to be quite impactful.
Read More »
Considerations for ESG Policy Development
The practice of sustainable investing and the consideration of environmental, social, and governance (ESG) factors continues to grow. Concurrently, the demand for effective investment policies…
Read More »
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action
Before incorporating impact investments into their portfolios, we encourage families to define the overall context for their impact investments. Our contextual framework—focused on purpose, priorities, and principles—establishes the base of impact strategy and guides the development of governance structures. These elements will help ensure that family values and decision-making processes are advantages rather than obstacles in pursuing impact investing goals and objectives
Read More »
Concentrated Stock Portfolios
Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
Read More »
VantagePoint: Second Quarter 2018
Advice in Brief The global economy and capital markets are constantly evolving. From the industrial revolution in the 1700s, to information technology in the last…
Read More »
CA Answers: What Should Individual Investors Do Now That the US Tax Bill Has Passed?
The new US tax bill creates little pressure for immediate action by individual investors, even though we expect the legislation to be quite impactful.
Read More »
Considerations for ESG Policy Development
The practice of sustainable investing and the consideration of environmental, social, and governance (ESG) factors continues to grow. Concurrently, the demand for effective investment policies…
Read More »
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action
Before incorporating impact investments into their portfolios, we encourage families to define the overall context for their impact investments. Our contextual framework—focused on purpose, priorities, and principles—establishes the base of impact strategy and guides the development of governance structures. These elements will help ensure that family values and decision-making processes are advantages rather than obstacles in pursuing impact investing goals and objectives
Read More »
Concentrated Stock Portfolios
Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
Read More »
Contact Us
We help families of institutional scale build portfolios to meet their investment goals and fulfill their legacies.
Because no two families are alike, we work closely with each investor to create a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, concentrated positions, and other unique factors.
We build long-term relationships with our clients, working with them at various stages of the investment lifecycle to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth. We assist many families in establishing and managing private foundations to support their philanthropic endeavors, and can leverage our expertise in impact investing to reflect a client’s values and priorities.
Our global footprint enables us to uncover areas of significant investment potential in diverse alternative assets such as private equity, venture capital, and real assets, while our scale allows us to negotiate competitive terms for the benefit of our clients. For four decades, we have built a network of established and promising new managers across all asset classes to achieve one objective: to get access to the best investment managers for each client’s unique portfolio.
We are aligned with our clients. We don’t generate fees from investment products or have financial relationships with managers for recommending their products.
Services We Offer
Portfolio Management
In building and managing a total portfolio, we work in either a discretionary or non-discretionary basis. Under our discretionary (OCIO) model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement, we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.
Asset Class Mandates
With investment expertise across asset classes and specialised resources in alternative assets, we can manage a portion of a portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our total portfolio services, portfolio management of asset class mandates is available on either a discretionary or non-discretionary basis.
Staff Extension
We partner closely with family offices that have significant investment staff to complement and augment their in-house resources. In this capacity, we provide our expertise and manager relationships across asset classes, or in specific asset classes, and act as a sounding board for investment ideas.
Latest Research
CA Answers: Is Cash Still Trash?
Not in the United States. As short rates have increased and the yield curve has flattened, US T-bills offer more appeal than they have in some time (and short-dated Treasuries even more so). With nominal yields around 2%, real yields of T-bills are finally nearing positive territory, while two-year notes are firmly in the black.
Read More »
CA Answers: What Should Individual Investors Do Now That the US Tax Bill Has Passed?
The new US tax bill creates little pressure for immediate action by individual investors, even though we expect the legislation to be quite impactful.
Read More »
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action
Before incorporating impact investments into their portfolios, we encourage families to define the overall context for their impact investments. Our contextual framework—focused on purpose, priorities, and principles—establishes the base of impact strategy and guides the development of governance structures. These elements will help ensure that family values and decision-making processes are advantages rather than obstacles in pursuing impact investing goals and objectives
Read More »
Concentrated Stock Portfolios
Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
Read More »
CA Answers: Is Cash Still Trash?
Not in the United States. As short rates have increased and the yield curve has flattened, US T-bills offer more appeal than they have in some time (and short-dated Treasuries even more so). With nominal yields around 2%, real yields of T-bills are finally nearing positive territory, while two-year notes are firmly in the black.
Read More »
CA Answers: What Should Individual Investors Do Now That the US Tax Bill Has Passed?
The new US tax bill creates little pressure for immediate action by individual investors, even though we expect the legislation to be quite impactful.
Read More »
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action
Before incorporating impact investments into their portfolios, we encourage families to define the overall context for their impact investments. Our contextual framework—focused on purpose, priorities, and principles—establishes the base of impact strategy and guides the development of governance structures. These elements will help ensure that family values and decision-making processes are advantages rather than obstacles in pursuing impact investing goals and objectives
Read More »
Concentrated Stock Portfolios
Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
Read More »
Contact Us
We help families of institutional scale build portfolios to meet their investment goals and fulfill their legacies.
Our private clients’ investment portfolios are an integral part of their financial enterprise. Because no two families are alike, we work closely with each investor to build a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, and other unique factors. We are also practiced at collaborating with other financial advisors to create a seamless partnership.
Our expert investment teams work with families at various stages of the investment lifecycle. We aim to build long-term relationships with our private clients, helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth.
The relationships we build are grounded in an alignment of interests with our clients. We don’t generate fees from investment products or have financial relationships with managers for recommending their products. Our clients can trust that the investment decisions we make for their portfolios are meant to achieve their financial objectives, not our own.
Services We Offer
Portfolio Management
When building portfolios for private clients, we are responsible for managing the portfolio and delivering results. Families can choose to work with us on a discretionary or a non-discretionary basis. Under our discretionary model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement, we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.
Asset Class Mandates
With investment expertise across asset classes, and specialized resources in alternative assets, we manage a portion of a private client’s portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our portfolio management services for total assets, private clients engage with us in either a discretionary or a non-discretionary capacity for single asset mandates.
Staff Extension
For families with a well-staffed family office, we partner closely with them to complement and augment their in-house resources, providing our expertise and manager relationships across asset classes or in specific asset classes only.
Latest Research
CA Answers: Is Cash Still Trash?
Not in the United States. As short rates have increased and the yield curve has flattened, US T-bills offer more appeal than they have in some time (and short-dated Treasuries even more so). With nominal yields around 2%, real yields of T-bills are finally nearing positive territory, while two-year notes are firmly in the black.
Read More »
CA Answers: What Should Individual Investors Do Now That the US Tax Bill Has Passed?
The new US tax bill creates little pressure for immediate action by individual investors, even though we expect the legislation to be quite impactful.
Read More »
Concentrated Stock Portfolios
Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
Read More »
CA Answers: Is Cash Still Trash?
Not in the United States. As short rates have increased and the yield curve has flattened, US T-bills offer more appeal than they have in some time (and short-dated Treasuries even more so). With nominal yields around 2%, real yields of T-bills are finally nearing positive territory, while two-year notes are firmly in the black.
Read More »
CA Answers: What Should Individual Investors Do Now That the US Tax Bill Has Passed?
The new US tax bill creates little pressure for immediate action by individual investors, even though we expect the legislation to be quite impactful.
Read More »
Concentrated Stock Portfolios
Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
Read More »
Contact Us
We help families of institutional scale build portfolios to meet their investment goals and fulfill their legacies.
Our private clients’ investment portfolios are an integral part of their financial enterprise. Because no two families are alike, we work closely with each investor to build a portfolio based on his or her unique investment objectives, tax considerations, risk tolerance, and other unique factors. We are also practiced at collaborating with other financial advisors to create a seamless partnership.
Our expert investment teams work with families at various stages of the investment lifecycle. We aim to build long-term relationships with our private clients, helping them to prepare for generational wealth transfers, establish governance processes, and educate family members on how to preserve and grow their wealth.
The relationships we build are grounded in an alignment of interests with our clients. We don’t generate fees from investment products or have financial relationships with managers for recommending their products. Our clients can trust that the investment decisions we make for their portfolios are meant to achieve their financial objectives, not our own.
Services We Offer
Portfolio Management
When building portfolios for private clients, we are responsible for managing the portfolio and delivering results. Families can choose to work with us on a discretionary or a non-discretionary basis. Under our discretionary model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement, we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.
Asset Class Mandates
With investment expertise across asset classes, and specialised resources in alternative assets, we manage a portion of a private client’s portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our portfolio management services for total assets, private clients engage with us in either a discretionary or a non-discretionary capacity for single asset mandates.
Staff Extension
For families with a well-staffed family office, we partner closely with them to complement and augment their in-house resources, providing our expertise and manager relationships across asset classes or in specific asset classes only.
Latest Research
CA Answers: Is Cash Still Trash?
Not in the United States. As short rates have increased and the yield curve has flattened, US T-bills offer more appeal than they have in some time (and short-dated Treasuries even more so). With nominal yields around 2%, real yields of T-bills are finally nearing positive territory, while two-year notes are firmly in the black.
Read More »
CA Answers: What Should Individual Investors Do Now That the US Tax Bill Has Passed?
The new US tax bill creates little pressure for immediate action by individual investors, even though we expect the legislation to be quite impactful.
Read More »
Concentrated Stock Portfolios
Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
Read More »
CA Answers: Is Cash Still Trash?
Not in the United States. As short rates have increased and the yield curve has flattened, US T-bills offer more appeal than they have in some time (and short-dated Treasuries even more so). With nominal yields around 2%, real yields of T-bills are finally nearing positive territory, while two-year notes are firmly in the black.
Read More »
CA Answers: What Should Individual Investors Do Now That the US Tax Bill Has Passed?
The new US tax bill creates little pressure for immediate action by individual investors, even though we expect the legislation to be quite impactful.
Read More »
Concentrated Stock Portfolios
Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
Read More »
