Estate planning starts with understanding your goals and designing appropriate strategies to help achieve them. Our in-house estate planning counsel works to simplify the process to help meet your objectives.

– Review and design estate planning documents
– Create tax advantaged strategies and asset protection plans
– Strategize tax-efficient options for charitable giving

Significant wealth can bring unforeseen challenges. We seek to help you prioritize what matters most, while working to limit potential conflicts.

– Assist in wealth creation and maintenance
– Educate beneficiaries around capital stewardship
– Facilitate the smooth transfer of generational wealth

We work to develop a deep understanding of your needs. Our Investment Committee takes a disciplined approach to design a portfolio that is unique to your family’s legacy.

– Focus on family legacy and cash-flow requirements
– Tailor portfolios for risk tolerance and time horizon
– Understand philanthropic goals

Our investor base and advisory team have significant experience in private investments. Clients have an opportunity to invest alongside our founding families.

– Invest in private equity, private debt, private real estate, hedge funds and proprietary private investments.

Tax laws are daunting. Our in-house income tax specialist works to stay on top of the day-to-day changes and how it affects you or your company.

– Research the implications of complex transactions
– Implement efficient tax strategies

We support your personal banking needs.

– Curate deposit services
– Facilitate streamlined securities-based lines of credit
– Coordinate other loans such as mortgage, aircraft, watercraft, ranch, business and commercial real estate

Life is full of surprises. We strive to make sure your family is covered – no matter what.

– Review life, long-term care, and disability policies
– Design new policies as needed
– Help safeguard your legacy

Your legacy, your way. We coordinate independent trustee services when needed for future generations who cannot handle an inheritance on their own.

– Coordinate trust administration
– Communicate with trust beneficiaries
– Invest trust assets in line with your trust documents