Bringing
Private Wealth Experience

to the American People

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31

Countries 

125

Markets

22

Currencies

In developing your strategy and aligning it with your evolving needs, your financial well being is supported by the perspectives, insights and resources from wall street’s most respected firms.

OUR CAPABILITIES

Our wealth management team draws on a vast network of investment specialists, wealth strategists, global capabilities and innovative solutions to help individuals and families to perpetuate wealth, satisfy life goals, preserve financial independence and shape a legacy.

We take a collaborative approach and work with you to develop  a deep understanding of your goals and aspirations.

Based on this understanding, we deliver the full range of resources, expertise and sophisticated strategies that only a world-class institution can provide.

Global Research

  • Independent global equity research analysis
  • Fixed income and equity-linked analysis
  • Multiple Economists and equity strategists


Investment Management and Guidance

  • Manager research and selection
  • Portfolio construction analysis
  • Risk management analysis
  • Alternative investment 
    research analysis


Investment

Specialists

  • Investment product expertise
  • Portfolio oversight, trading and overlay operations


WHY SYNERGISTIC WEALTH MANAGEMENT

Investment Solutions

  • Discretionary and Non-Discretionary Investment Strategies
  • Liquidity Management
  • Risk Management
  • Alternative Investments
  • Professionally Managed Accounts

Tax-minimization Strategies

  • Tax-Minimizing Concentrated Stock Management 
  • Tax-Efficient Investments
  • Tax-Advantaged Credit and Lending
  • Private Placement
  • Life Insurance
  • Tax Legislation Monitoring

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Banking and Lending

  • Securities-Based Lending
  • Commercial Real Estate Financing
  • Sophisticated Deposit and Cash Management Strategies
  • Custom Lending Solutions
  • Home Financing
  • Aircraft  & Yacht Financing
  • Business Financing: Equipment, Inventory, A/R etc

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Estate Planning and Trust Services

  • Personal Trust Services
  • Charitable Trusts and Foundations
  • Fiduciary Investment Management
  • Estate Planning
  • Services for Individual Trustees

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Philanthropy

  • Philanthropic Strategies
  • Charitable Grant-Making Solutions
  • Donor-Advised Funds and Foundation Consulting
  • Planned Giving Guidance and Management
  • Endowment Management and Consulting
  • Governance and Succession Planning

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Concentrated Stock Management

  • Hedging Strategies
  • Trust Solutions
  • Exchange Funds
  • Selling Programs
  • Block Trades
  • Equity Collared Position Strategies

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Private Wealth (Family Offices)

  • Family Wealth Transition Consulting
  • Lifestyle and Concierge Services
  • Income Tax Preparation and Consulting
  • Personalized Administration Services
  • Financial and Consolidated Reporting

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Resources, Expertise and Capabilities that can be put to work on your behalf. 

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Understanding risk on your terms

We look at your overall financial picture and work with you to help you minimize risk by:


  • Analyzing your assets and eliminating investments that overlap
  • Exploring portfolio rebalancing while performing ongoing portfolio monitoring
  • Designing a strategy to balance a wide range of objectives 


Let’s Talk

Do you want to do more, be more, accomplish more in your finances, but don't know where to begin? I'm here to help you get started. 


Don't wait another moment. The time is now. The person is you. Take the leap and start living. 

Contact Us

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