In recent years, the terms “Family Office” has grown in visibility. With so many firms holding themselves out as such, it is easy to lose track of what the term actually means, and how any one firm is differentiated. Our multi-generational wealth clients could easily fit into the “Family Office” category put forth by other firms. They choose to work with us because of the depth and breadth of relationships we build.

Investment Prescription





As your children and grandchildren have grown up, you’ve at times been the lecturer, the best friend, the source of fun, and the object of angst. But you’ve always been a learner, and inspired them to be as well. The Stand Up Approach to investing is customized to your needs and the needs of your family, striving to achieve balance between empowerment and protection—just as you always have.


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