We were founded in 2000 as an independent, fee-only multi-family office, built around a single belief: that every family’s wealth deserves to be treated as its own situation, with its own needs. For over 25 years, that conviction has shaped everything we do.

We are exclusively focused on families and manage approximately $38.3 billion for over 200 client families as of June 30, 2026. As a manager of managers, we design every portfolio around the family: access to select investment opportunities, rigorous manager selection and oversight, and fee negotiation where possible.