The work we do for institutions
- Outsourced Chief Investment Officer (OCIO) services
- Investment policy and asset allocation development
- Portfolio management
- Short term liquidity management
- Sustainable investing
- Master custodian and recordkeeping
- Performance reporting
- Data aggregation
- Corporate trustee and estate services
- Multigenerational estate tax and wealth transfer planning
- Income tax planning and preparation
- Bookkeeping, bill pay, partnership accounting, and other accounting solutions
- Philanthropic consulting and foundation management
- Family governance, communication, and education
- Coordination of advisors and workflows