We work with a few families who wish to preserve and enhance their wealth with a long-term multi-generational focus. Our family clients are often active in philanthropy.

We invest globally across a wide spectrum of asset types, investment strategies, and market sectors, including but not limited to public equities, fixed income, absolute return, private equity, venture capital, and real estate.

We dedicate substantial efforts to identifying and partnering with external managers that combine exceptional investment skills with high integrity and a deep sense of fiduciary duty. We aim to share their long-term orientation and contrarian bent and be a source of strength, especially during the occasional lean periods.