Manager Analysis

Strategic Investment Advice

 

  Tactical Investment Decisions

 

    Depth of Investment Experience

 

      Traditional and Alternative

        Investments

Family Office Briefings

We have drafted briefing notes inspired by challenges faced by our family office clients. Each note summarizes a client's challenge and describes how the clients reached a much improved result. Topics include "What Families Should Never Miss!" as well as 3 case histories that focus on key challenges:  Longstanding Brokerage Links, Exploitative Private Banking Relationships, and Estate Attorney Fees.    

 

We trust that the short articles (see links below) may provide you additional insights into challenges that you may be facing. As always, we look forward to working together with you to help solve your challenges, both large and small.   Want to learn more?  Please contact Chris Cutler, Tom Donahoe, or Safia Mehta at 917 287 9551.





Family Office Overview
Proper Sizing of Investment Offices (FundFire Feature) 
Additional Articles of Note
Family Office Case Studies
Value Proposition