In 1968, our friends and clients were searching for objective, forward-thinking advice about their wealth and their well-being. Traditional firms were not serving clients this way. One of our founders, Michael Stein, put two ideas together – keep the wolves at bay and make business personal.
We want to hear about your life, not just your wealth. What are your goals and concerns, dreams and fears, plans for the future and hopes for your family, passions and pastimes, your work and philanthropy…and your legacy?
To preserve, protect and grow your wealth and well-being, we will look first at all aspects of your financial life. You decide what we learn about your personal life, and when, of course.
After we listen and analyze, we will create a complete, 360-degree picture of your financial world. Our design will bring your world into focus with clear and concrete suggestions.
In addition to conducting rigorous ongoing reviews of the global markets and our 40+ investments and managers, our team will monitor your individual portfolio to identify new investment opportunities as well as anything that could put you at risk.
We will implement your portfolio, monitor investment managers, manage cash flows, review insurance programs, assist with major transactions, review contracts, coordinate with your accounting and legal advisors, and work with your family to develop sound governance and wealth transfer strategies.
The foundation of our professional services and personal relationships is talking with you. Our clients appreciate that we engage with them in conversations that sustain authentic relationships through openness, honesty and mutual commitment.
Our dedication to listen, analyze, design, measure, and communicate is only the beginning. As wealth management advocates, we are continuously on the lookout for threats to your well-being, and opportunities to grow your wealth.
Many of our clients want our help preparing the next generation for the responsibilities of inheriting and managing wealth. In addition to engaging family members in meetings and discussions, we offer a unique educational opportunity for high school juniors and seniors - "EMM University."