• Low Minimums - We believe that quality investments should be open to everyone. Investment accounts can be opened with account balances of $50,000 USD, one of the lowest in the industry. We also work with clients who may not yet have reached this level, but are saving towards that number.
• Online Access - Gain access to your investments online, 24 hours a day, 7 days a week. Your online account will allow you to view live valuations, make online trades, receive news, and analysis. You can even monitor your investments on the go through an app accessible through your mobile phone or tablet.
• Complete Flexibility - We understand that unexpected events in life happen; from buying a new house to expensive health care bills. Our clients have 100% access to their investments from day one. No lock-in periods. No entrance fees. No exit penalties.
• Extensive Investments - Direct market access to stocks, bonds, and options from over 100 market centers in 24 countries. Gone are the days of expensive front-end load mutual funds. Contact us for a full list of available investments.

• Overview - We have the ability to conduct security trades of both large size and complexity. We have used our deep experience of both equity and option markets to manage portfolios on behalf of institutions, trusts, and business owners.
• Range of Activities - We work across the non-profit spectrum in the fields of education, religion, healthcare, and more.
• Complete Flexibility - We understand that unexpected events in life happen; from buying a new house to expensive health care bills. Our clients have 100% access to their investments from day one. No lock-in periods. No entrance fees. No exit penalties.
• Extensive Investments - Direct market access to stocks, bonds, and options from over 100 market centers in 24 countries. Gone are the days of expensive front-end load mutual funds. Contact us for a full list of available investments.

Substantial wealth requires sophisticated, highly personalized solutions. As a Private Family Office client, you'll have access to the innovative and sophisticated solutions required to manage and simplify your family's complex personal and financial affairs.

The experienced professionals in Family Office Services are committed to understanding your unique situation and specific needs. As an extension of your team, they work closely with you, your Private Wealth Advisor, and your outside professionals to tailor customized solutions that integrate administrative and lifestyle management services with wealth and investment strategies. They assist you with oversight of your family's entire financial picture, ensuring complete alignment of your current and long-term wealth objectives.

Most importantly, our Family Office Services assists the next generation. Our team uses its expertise in financial, and family matters to provide family wealth education and to support integrated wealth management strategies for all family members. Their goal is to preserve and enhance the generational transfer of wealth to help ensure that your legacy will continue to have a positive impact on future generations.

Whether it is small or large, managed in-house or outsourced, a family office should always be driven by its ultimate goal: to align interests, make it easier for the family to manage its assets, and enhance communication and cooperation.

Substantial wealth requires sophisticated, highly personalized solutions. As a HNWI client, you'll have access to the innovative and sophisticated solutions required to manage and simplify your family's complex personal and financial affairs.

The experienced professionals in HNWI Services are committed to understanding your unique situation and specific needs. As an extension of your team, they work closely with you, your Private Wealth Advisor, and your outside professionals to tailor customized solutions that integrate administrative and lifestyle management services with wealth and investment strategies.

Most importantly, our HNWI Services assists the next generation. Our team uses its expertise in financial, and family matters to provide family wealth education and to support integrated wealth management strategies for all family members. Their goal is to preserve and enhance the generational transfer of wealth to help ensure that your legacy will continue to have a positive impact on future generations.

Whether it is small or large, managed in-house or outsourced, a family office should always be driven by its ultimate goal: to align interests, make it easier for the family to manage its assets, and enhance communication and cooperation.