Exclusive Family Office & Proprietary Capital

Serving family members, affiliated entities, and carefully selected investment partners aligned with our philosophy since 1854.

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Our Core Focus Areas

We provide services exclusively to the family, its trusts, affiliated entities, and aligned investment partners, ensuring focused expertise for our partners.

Family Office Services
Comprehensive wealth management and family governance solutions tailored to multi-generational needs.
  • • Investment oversight and coordination
  • • Family governance structures
  • • Next-generation education
  • • Legacy planning strategies
Proprietary Capital
Strategic deployment of our own capital alongside partner investments in carefully selected opportunities.
  • • Direct investment strategies
  • • Co-investment opportunities in which the family or aligned investment partners commit capital, under structures we control or co-govern
  • • Alternative asset allocation
  • • Risk-adjusted returns focus
Partner-Only Access
Exclusive access to our expertise, networks, and investment opportunities reserved for family members, affiliated entities, and carefully selected investment partners aligned with our philosophy.
  • • Exclusive deal flow access
  • • Private market opportunities
  • • Strategic advisory services in matters relating to family investments, corporate governance, and capital deployment for our family and affiliated entities
  • • Network introductions

Partner-Centric Approach

We provide services exclusively to the family, its trusts, affiliated entities, and aligned investment partners. We do not solicit or advise non-affiliated external clients.

For Current Partners

Access to our full suite of family office services, proprietary investment opportunities, and strategic advisory capabilities.

  • • Dedicated relationship management
  • • Investment solutions tailored to the family's or aligned partner's capital, risk tolerance, and long-term objectives
  • • Priority access to opportunities
  • • Comprehensive reporting and analytics

For Potential Partners

We carefully evaluate alignment with prospective partners who share our investment philosophy and long-term perspective.

  • • Initial consultation and assessment
  • • Investment philosophy alignment
  • • Partnership structure discussion of alignment and structure for partners whose capital is invested alongside family capital under strict terms of alignment
  • • Mutual evaluation process
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