Wealth Management
Our partnerships with clients can take many forms, from serving as a complete family office to providing estate and wealth planning, investment advisory, trust and fiduciary, family governance, and impact investing services. As entrepreneurs ourselves, we bring a depth of understanding and honest solutions to our clients’ challenges.
We work closely with clients to find investment and planning opportunities best suited to their needs and in alignment with their priorities. This means bringing them innovative ideas from across our global business and network, including access to the innovation economy and co-investment opportunities.
-
$43B
Under advisement
Data as of December 31, 2022
Our strategies are awesome
-
Investment Management & Advisory
We take an endowment-style approach to investment management, diversifying portfolios to drive higher returns and lower risk over the long term.
-
Estate & Wealth Planning
We believe that effective planning requires a thorough understanding of family objectives, assets and ownership structures and that no two situations are the same.
-
Trust & Fiduciary Administration
Our experience as a Delaware Trust Company dates back several decades. We are well versed in the nuances of laws and regulations affecting trusts, estates and taxes. Our expertise and global footprint give clients an extensive range of options for tailoring and administering trusts to their specific values, concerns and needs.
-
Impact Investing
All decisions related to wealth have an impact — on you and your relationships, as well as on society. We consider multiple dimensions of impact within our wealth management plans, using our expertise in governance, education, impact investing and philanthropy to help your wealth achieve the impact you desire.
-
Purposeful Giving
We help families and foundations transform ideas into an impactful strategy — whether they are embarking on a new philanthropic journey or have been giving for generations.
-
Governance & Education
We help you define what matters most to you and act as your guide and partner through the unique opportunities and transitions ahead. We strive to ensure wealth is positive for you and your family – that it enhances your well-being and relationships.
-
Extended Family Office Services
We offer the benefits of a family office as a completely outsourced offering or in a hybrid capacity, with the goal of reducing complexity, cost and operational risks of your family doing it all themselves.
