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We Are Stewards
of Capital

in all respects, for a limited
number of families

We deliver the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations.

We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success.

We are currently responsible for approximately
$8.7 billion of client capital.