Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
They utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses, and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.
We have vast experience and expertise in transition planning, estate planning, tax planning and preparation, nonprofit financial management, executive financial counseling, and much more.
Not from New York? Our advisors are not bound by geography. They work with clients across the country.
99 Park Avenue
New York, New York 10016
We're comprised of:
28 Liberty Street, Suite 2850
New York, NY 10005
Partner & Market Leader
Partner & Practice Leader
Partner & Chief Solutions Officer
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Chief Talent Officer
Partner & Chief Technology Officer
Partner & Chief Investment Officer
Partner & Chief Marketing Officer
Partner & General Counsel
Partner & Head of Corporate Finance
Partner & Head of Strategic Partnerships
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
James Izard II
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