Client Portals

FORWARD LEANING.
FORWARD THINKING.

Our Services

Our mission is clear: it’s our goal to continuously improve the financial lives of our clients. As the world changes rapidly, we are committed to evolving with it. As an independent firm, we are able to focus 100% on serving our clients’ interests. In other words, we have no products to promote and no commissions to pursue.

It’s our belief that a private firm for private people is the best structure to manage investments.

Family Office Services

An experienced and nuanced approach

We bring organization and confidence to family wealth management through deep experience and a nuanced approach.

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Investment Management

Investing for the future

We pair experience with a commonsense approach to ensure that investments and allocations are risk-adjusted for our clients. Our strategies are founded on rational, thoughtful, and analytical decisions based on rigorous research.

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Private Investments

Valued capital assets

We have decades of experience and a robust network within private equity, venture capital, angel investments, real estate, qualified opportunity zones and other areas that offer diversification and increased potential return.

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Cryptocurrencies

A Rapidly Innovating World

Cryptocurrencies and the blockchain contain the seeds of the future of commerce, governance and monetary strategy.

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Let's Talk

What does the ideal investment advisor relationship look like to you?

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As your family changes, are your investments keeping up?

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Research and experience matters.

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How can you pass your personal and financial values on to the next generation?

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Are your investments properly aligned to your unique set of risks and opportunities?

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Thought leadership – we publish a new article every week

Week 43: Why Memes Matter, Brain-Computer Interface, and Driverless Progress

Oct 27, 2021 - Max Osbon ( 6 mins to read)

Briefing: Brands with large online communities that create memes have an advantage. Intangible brand value is often an unappreciated component of equity valuation. | Brain-Computer Interfaces have attracted considerable VC funding since Elon Musk started Neuralink and progress is happening quickly. | Amsterdam unveiled self-driving boats for its canals. | The IAC, Indy Autonomous Challenge happ...

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Week 42: Bitcoin Futures ETF, Buy-Now-Pay-Later, Robotics Incentives

Oct 20, 2021 - Max Osbon ( 5 mins to read)

Briefing: This week's new Bitcoin ETF invests in futures rather than actual Bitcoin. It's an important distinction that we don't think most people are aware of the difference. | Software-based lending solutions are a natural and welcome evolution. The new leaders are early and will be dramatically better than their traditional counterparts. | Increasing employment costs will lead to increasing ...

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Crypto Investing Announcement

Oct 14, 2021 - Max Osbon ( 2 mins to read)

Based on the continued opportunity we see within crypto assets and blockchain technologies, we are launching a crypto focused investment vehicle available to our clients. In November of 2020 we wrote a post about the updated role of bitcoin and accurately predicted the most recent bull run based on increasing adoption rates and two fundamental principles of influence: authority and social proof. We published this post days before PayPal released new crypto investment features to its 350 million customers. Stanley Druckenmiller, Paul Tudor Jones and other notable…

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