Built to sit on
your side of the table.
Independent ownership. Transparent fees. No proprietary products. No quotas.
A small firm by design.
Every relationship is led by a senior partner and supported by an integrated team across investment, tax, estate and family strategy.
Fees / in writing
One fee. Published.
Transparency is the strongest trust signal a wealth firm can give. A real site would publish its schedule exactly like this.
| Assets advised | Annual fee | What's included |
|---|---|---|
| First $25M | 0.60% | Investment management, planning, tax and estate coordination |
| Next $25M | 0.40% | Everything above |
| Above $50M | 0.25% | Everything above, plus family-office reporting |
| Flat retainer | From $150,000 | For families who prefer advice separate from assets |
0Commissions, revenue sharing or proprietary funds
1Senior partner who leads your relationship
4Scheduled reviews each year
Stewardship / the year
A calendar, not a sales cycle.
- Q1
Tax and cash
Prior-year tax reporting, estimated payments and this year's cash plan.
- Q2
Estate review
Documents, beneficiaries and trust funding checked against the balance sheet.
- Q3
Investment policy
Allocation, risk and private-market pacing revisited in writing.
- Q4
Giving and family
Charitable gifts, gifting strategy and the annual family meeting.