Case Study: Corporate Executive

Over the course of his career, a busy senior executive has accumulated a concentrated stock position as part of his compensation. With retirement approaching, he is beginning to worry about the risk associated with a concentration in one security and how he might generate income during his retirement.

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Case Study: Entrepreneur

The founder of a successful business has taken his company public in an IPO. After this liquidity event, he now needs to create a personalized investment strategy to manage his assets and address his family’s short and long-term financial needs, which the founder has not fully identified.

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Case Study: Family Business Owner

A son in his late 60s owns a 50-year-old family business. His goal is to transition the business to the next generation.

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Case Study: Family Foundation

A family Foundation's Board Members needed help redefining the Foundation's mission and aligning its investments with the family's goals.

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Case Study: Family Matriarch

A family matriarch, who has been managing her family's foundation for two decades, wants to transition duties to the next generation.

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Case Study: Multi-Generational Family

A family with four generations of living members has a trust with more than $50 million in assets that will be distributed in the coming year.

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Case Study: Nonprofits

The Investment Committee of a local non-profit organization sought guidance in managing their investment portfolio.

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Case Study: Professional

A successful Professional has $5 million in assets spread across 20 accounts with over five different institutions.

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Case Study: Family Office

An established family office, which serves a multi-generational family with assets of $100 million, has the majority of assets in trusts. The family office is thinly staffed and is in need of a partner with a flexible range of services to alleviate the administrative and time burden of partnership accounting and tax preparation, reporting, managing alternative investments (i.e., capital calls), and coordinating multiple external advisors.

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