Quish

The firm provides personalized, confidential financial planning and discretionary investment management primarily to complex multi-generational families, their trusts and estates, and selected charitable organizations. It offers broader planning advice on tax, insurance, cash flow and estate matters in addition to portfolio oversight and ongoing client reporting, and as of year‑end manages approximately $154.2 million for a small number of clients.

Portfolios combine traditional public securities with exposure to alternative investments, including hedge funds and private equity, and the firm conducts manager due diligence and quantitative screening for those commitments. The adviser also sponsors and acts as general partner and private fund adviser to Mapleton Fund, LP (a fund‑of‑hedge‑funds), with third‑party administration and an annual independent audit; clients are not charged additional advisory fees by the firm for investments in that fund.

Notably, the firm’s role as a fund sponsor and manager of pooled vehicles — including technical custody responsibilities for Mapleton Fund, LP and use of an independent gatekeeper for fund disbursements — is uncommon among peers. The practice is fee‑only on a percentage‑of‑AUM basis and focuses on high‑net‑worth, institutional‑scale relationships (affiliated accounts generally total at least $10 million), rather than on non‑high‑net‑worth individual clients.