Our Process
We start with your goals. Then customize a plan to achieve them.
Planning is vital to success. It starts with getting to know you, what you want to accomplish and where you want to go. We create a roadmap to guide our way while we work to reach your goals. As circumstances change (and they will) we adjust our plan to keep you on course.
Discovery
This is about getting to know you and establishing financial goals. We take a deep dive into where you are today and understand where you want to be in the future.
Design
We take what we learned about you and craft a custom blueprint for building your wealth. We consider new opportunities, weigh options and stress test your plan to anticipate pitfalls.
Implement
We put your custom wealth blueprint into action. You’ll receive a step-by-step implementation plan that reflects your current investments, tax consequences and risk tolerance.
Optimize
We’ll steer your investment strategies and evolve them as needed. You’ll receive tools that let you monitor your portfolio while facilitating collaboration with us.
Investments
Investing with confidence.
You can feel secure that your portfolio is being managed with insight, experience and expertise.
Public Markets
- Quadrant Core Portfolios
- Individual Equity Strategies
- Custom Municipal Bond Portfolios
- Option Strategies
- Concentrated Portfolio Solutions
- Tax-loss Harvesting
Private Markets
- Private Equity
- Venture Capital
- Private Credit
- Real Assets
- Infrastructure
- Hedge Funds
- Digital Assets
- Secondaries and Co-Investments
Planning
Customized blueprint.
Financial plans are as individual as you are. It’s why you’ll have a plan for your wealth as unique as your goals and aspirations. With your custom blueprint in place, we put our specialized expertise and attentive service to work.
- Financial Planning
- Estate & Trust
- Equity Compensation
- Retirement Planning
- Tax Planning
- Education Planning
Wealth Solutions
Unlocking access.
Holistic wealth management considers needs beyond investments and planning. Based on your unique circumstances, we advise and implement solutions designed to address your needs and efficiently accomplish your goals.
- Insurance Advisory
- Charitable Planning
- Cash Management
- Lending Solutions
- Wealth Structuring
Family Office
Family Office.
Our multi-family office preserves and grows your wealth across generations while planning for the future. We work with your professional advisors like attorneys and CPAs to create a seamless experience. If you want to build family unity and cohesion, we can help craft a shared vision and value system that all members can embrace.
- Legacy & Philanthropic Planning
- Family Wealth Education
- CIO Services
- Wealth Structuring
- Tax Planning
- Insurance Advisory
- Liability Management
