Email address and contacts
We are an investment-led multi-family office, committed to understanding what matters to each of our clients and delivering the sophisticated investment experience their families need. Started by our founder Steve Sansom we have been independently owned since 2001 as a boutique multi-family office. We serve a unique collection of entrepreneurial families and institutions. We believe that generational family wealth is complex, nuanced, and personal. No two families or generations are the same, and many of the differences pivot on their relationships with money and wealth. Our investment process is pragmatic, objective, and straightforward. It is a refreshing approach relative to what exists at typical Wall Street firms. We spend as much time as it takes to educate our clients on the art of reconciling potential returns with possible risks. Through education and earnest conversation, we strive to help clients realize their desired objectives without compromising their comfort levels.
8
United States
