Our Services

“We are founded on the idea that families and wealth are complex, nuanced, and deeply personal. And deserving of a team and strategies that uniquely match their journeys and their needs.”

Christopher J. Randazzo, President, Private Wealth Management

  • Multigenerational Tax,Trust & Estate Planning
  • Client Accounting Group
  • Family Legacy & Governance
  • Rockefeller Trust Companies
  • Open architecture, customized investments across all asset classes
  • Investment Advisory
  • Private Banking & Lending
  • Proprietary Investments
  • Investment Banking expertise for Global Family Office clients
  • M&A
  • Transaction Structuring
  • Capital Market Advisory
  • Long-only investment capabilities across global equity and fixed income strategies
  • Expertise in Environmental, Social and Governance (“ESG”) integration and shareholder engagement

We believe a legacy isn’t left, but lived.

We’re inspired that you’re here.