As a family-to-family business, we know that the right answer is only what is right for you.
Our team will develop a highly customized wealth management and preservation plan to grow with your needs, shift with the times, and help relieve the weight and responsibility of wealth management.
Providing a full complement of services
To effect a total wealth preservation and growth strategy, the following services are available:
- Consolidated and Individual Performance Reporting
- Coordination of Your Professional Team of Advisors
- Legacy Asset Management (minerals, real estate, timber, ranching, etc.)
- Private Equity Investment
- Hedge Funds
- Family Financial Education
- Foundation Management
- Family Business Oversight and Governance Recommendations
Should a client require a service outside the scope of our capabilities, we will help coordinate the right service providers for your needs.
Taking a direct approach
How we do business is evident in our simplified financial reports; our straight-forward fee-based structure; and an advice-driven, rather than product-driven, approach. We’re stewards of your wealth, not salesmen.
Managing the total balance sheet
To provide the highest level of service, we manage your accounts and portfolios within the context of your total wealth. This includes your liquid, illiquid, alternative, and legacy assets. In addition, you have access to experts with whom we have established relationships in specialized fields, including:
- Investment Management
- Tax and Estate Planning
- Asset Protection and Risk Management