Services & Capabilities

Guided by Innovation.
Driven by Integrity.

A comprehensive suite of wealth management services built for the full complexity of modern wealth: from investment strategy to multi-generational legacy planning.

Investment Management

Research-DrivenTax-Efficient

❖U.S.-focused core portfolios: innovation and capital formation
❖Active where it creates value, indexed where it does not, tax-efficient
❖Conviction in the structural themes reshaping the next 20 years

Financial & Advanced Wealth Planning

Estate PlanningTax Optimization

❖Comprehensive retirement and income planning
❖Estate planning coordinated with your legal advisors
❖Proactive tax strategy and capital gains management

AI-Powered Technology

Direct IndexingAI-Assisted

Institutional Stack

❖Vestmark VAST direct indexing: continuous tax-loss harvesting
❖eMoney for integrated financial planning and client portal
❖Orion reporting, Bloomberg data, and AI-powered planning alerts

Family Office & Legacy Planning

Multi-GenerationalTrust Admin

❖Trust administration, estate coordination, and legal support
❖Tax compliance, accounting, and philanthropic planning
❖Bill pay, concierge, and life-event planning services

Private Banking

Preferred LendingLiquidity

❖Preferred lending and credit facilities
❖Liquidity solutions for concentrated positions
❖Flexible capital access through our Tristate Bank relationship

Endowments & Foundations

Non-ProfitMission-Aligned

❖Investment policy statement development and oversight
❖Spending policy design aligned with mission objectives
❖Governance support and transparent fiduciary reporting

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