Meeting Us . . . Meeting You
We are investment counsellors who help clients preserve and grow their capital. We are trust and estate specialists who help plan and transfer assets to the next generation. We are a small firm with the advantage of worldwide investment management expertise and the capabilities to match the complexities of wealth. In short, we help navigate the opportunities and curves life presents. We help ease the responsibilities of wealth.
To begin seeing whether we are a right match for your family, foundation or not-for-profit organization, here are a few questions you might ask.
Our website provides general answers. We'd be pleased to provide specifics, any time you'd like to meet.