Private Client

We are private client advisors. It is hard wired into our DNA. Everything we do is focused on the net benefit to the family.

The net benefit for the family can be economic, philanthropic, or can involve the protection of the family and their legacy.

In the advisory world other advisors categorize advisors based on who they advise by reference to public or non-public companies. For background private clients can refer to any form of structure that is not a public company, that is closely held.

When an advisor is advising public companies or companies that are not closely held their obligation is not to the family. They are thinking about the net benefit to the shareholders of the company or the fiduciary obligations that the directors owe to the company itself.

This conflict (i.e. the rights of the shareholders and the directors’ obligations to the company), invariably results in the best interests of the family being subjugated for the best interests of the company.

We are impartial and we are always looking for net benefit for the families we represent, whether that is helping them acquire a piece of real estate or leading their team on the sale of a $100M stake in a $1B business.