For the Closed Circle

The Preservation
of Legacy

Stewardship of Generational Capital for the World's Most Sophisticated and Established Families

Trusted by the world's most sophisticated families for multi-generational wealth stewardship

The Next Chapter of Your Family's Capital

The Family Office Model

Serving the world's most sophisticated and established families requires more than investment management. It demands a comprehensive approach to wealth stewardship that spans generations.

Our family office exclusively serves families with assets exceeding half a billion dollars, providing access to opportunities reserved for the closed circle of generational capital.

$12B+

Assets Under Stewardship

175+

Years Combined Expertise

48

Multi-Generational Families

1847

Year Founded