Specialty Areas
Real Estate
Real estate, like other types of investment sectors, experiences market cycles. Understanding short term and long term goals will aid in developing a strategy and identifying entry and exit points. We take pride in identifying opportunities that meet investment criteria while remaining cognizant of and moderating risk. We help our clients draft and negotiate letters of intent, purchase and sale agreements, perform due diligence, and manage investments.
Family Office
Family offices, like all families, are unique, reflecting the people, energies, and holistic nature of them. Oversight requires dedication, drive, discipline as well as emotional intelligence, These fundamentals are necessary in achieving goals and objectives both in the near and long terms.
We strive to recognize forces in the changing environment while maintaining the agility to identify and implement effective responses so that family members may focus on other matters.
Our consultative approach facilitates the ability to communicate vertically and horizontally within family organizations and integrate with the various disciplines involved in a family office such as: banking, accounting, law, executive protection, organizational security, estate management.
“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”
-Theodore Roosevelt