Family Wealth Management

Family Wealth Management serves individuals, high‑net‑worth families, trusts, estates, businesses, charitable organizations, and employer retirement plans, providing discretionary investment management and negotiated qualified plan consulting services. The firm manages client portfolios using customized allocations and model portfolios and supports plan sponsors with services such as investment policy statements, performance monitoring, participant education, and enrollment meetings.

Investment decisions are made on a discretionary basis after documenting client suitability and risk tolerance, and portfolios are aligned to one of fifteen target risk allocations or one of three in‑house model portfolios. The firm emphasizes strategic asset allocation with the ability to make short‑term tactical adjustments, and it employs a mix of technical, fundamental, cyclical, quantitative and qualitative analysis when constructing and monitoring accounts.

What is noteworthy relative to many peers is the firm’s explicit retirement plan and pension consulting capability, including the ability to act as a plan fiduciary under ERISA (Sections 3(21) and/or 3(38)) and to deliver both plan‑level and participant‑level advice. The firm also structures plan consulting fees to be negotiated and often administered through plan fund mechanisms, and it maintains a proprietary methodology for portfolio construction while using custodial relationships and institutional support services to execute and service client accounts.