Our Approach

Private Wealth Education
Everyone has something to learn: We engage and educate the whole family, addressing all levels of financial sophistication.

  • One-one one tutorials, small seminars, and larger gatherings. Topics range from basic financial literacy to in-depth seminars with planning specialists and alternative asset managers.
  • Our educational programs include gatherings exclusively for women, young professionals, and aging Baby Boomers.
  • Clients are additionally invited to seminars on longevity, business transfer, thoughtful giving to children and grandchildren, philanthropy, impact investing, special needs trusts, and more.

Please visit our Perspectives page to view our latest thinking and to download a copy of Independent Thinking®. For further information on upcoming events click here or contact the office nearest you.