
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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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.
Read more Case Study: Entrepreneur
A son in his late 60s owns a 50-year-old family business. His goal is to transition the business to the next generation.
Read more Case Study: Family Business Owner
A family Foundation's Board Members needed help redefining the Foundation's mission and aligning its investments with the family's goals.
Read more Case Study: Family Foundation
A family matriarch, who has been managing her family's foundation for two decades, wants to transition duties to the next generation.
Read more Case Study: Family Matriarch
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.
Read more Case Study: Multi-Generational Family
The Investment Committee of a local non-profit organization sought guidance in managing their investment portfolio.
Read more Case Study: Nonprofits
A successful Professional has $5 million in assets spread across 20 accounts with over five different institutions.
Read more Case Study: Professional
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.
Read more Case Study: Family Office