Our clients have unique financial needs and objectives.  We provide investment management work to clients in the context of their overall financial situation including:

• Engaging clients and their other professional advisers to develop an integrated wealth management plan
• Implementing wealth transfer strategies
• Incorporating into our investment planning each client's financial interests beyond the portfolios that we manage
• Planning with trustees and beneficiaries on optimal strategies for their trusts
• Managing each portfolio with respect to its tax status and purpose
• Re-balancing each client's portfolio to maintain a risk profile that is consistent with their objectives
• Working with clients to address their cash-flow needs
• Working with clients on their philanthropic interests
• Leveraging our banking expertise to refer clients according to their needs