Structural Advantage of Having “The Edge”

Ultra High Net Worth Families Can — And Should — Invest Differently

Most wealthy families do not take advantage of their capacity to invest differently, partially because the firms they employ for advice don’t share this philosophy or provide the ability to do so.  As the investment landscape continues to evolve, clients should demand that their advice does as well.

We have created an edge for clients by focusing on core structural advantages that we believe can consistently deliver better investment outcomes for our clients:

• Insight – No firm has a monopoly on good ideas. To be successful, you must be informed. We do not limit our thinking based on the views represented by a single firm. We seek out the opinions and forecasts and are informed by the views of all of Wall Street.
• Access –  We can provide access to investments that are hard to get into, find or have structural advantages themselves. Our ability to do so is a direct result of the network and partnerships we have cultivated over decades.
• Technology – We seek out new technologies to incorporate into our research, wealth strategy and investment processes.
• People – Wealthy investors require a firm that understands their unique needs and has the experience to satisfy them. Our people are passionate about what they do and many have spent their careers advising Ultra High Net Worth and institutional investors and their families. While theory can be helpful, experience matters most.
• Process – Having processes across more aspects of investment and wealth strategy helps to achieve outcomes in line with your goals and helps avoid unforeseen obstacles. From onboarding to investment implementation, our processes are designed to achieve better outcomes. Successful processes seek to mitigate detours, identify when they occur and allow for rapid course correction.