Private Wealth
For principal households who want a named desk rather than a product shelf.
- Discretionary portfolios authored line by line
- Wealth structuring and succession counsel
- One partner of record across the household
10Enterprise
Consequential counsel for the firm they built.
For principals, families and the closely-held companies still bearing their founders’ names.
When the next chapter deserves care.
Founders come to us when the next chapter of the enterprise deserves the same care as the last - M&A, liquidity and treasury arranged so they may attend to the firm itself.
For founders
Fig. - EnterpriseYour enterprise is our concern.
Transaction structuring your customers, partners and beneficiaries can count on - so you may attend to the company that still bears your name.
- 01
Mergers & Acquisitions
Counsel tailored to companies still bearing their founders’ names.
Continue →- 02
Pre- & Post-Liquidity
Preparation for, and stewardship after, the single most consequential transaction.
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XEnterprise
Counsel for the firm they built.
Liquidity events, treasury and quiet M&A - paced so founders stay focused on the enterprise itself.
11Relationship tracks
How an introduction usually begins.
Three relationship tracks - described without prices. Terms are arranged privately after introduction and confirmed in writing.
Banking Stewardship
For families who measure continuity in generations, not quarters.
- Stewardship deposits entered as a relationship
- Custody and quieter day-to-day banking
- Correspondence held in confidence by one desk
Enterprise Counsel
For founders and closely-held companies still bearing their family names.
- Liquidity, treasury and transactional counsel
- M&A and pre- / post-liquidity planning
- A single partner beside the enterprise itself
Leave a request
Every relationship begins with a conversation, not an application. Share a few details when you are ready - there is no urgency on our side - and the office of the Managing Partner will correspond in confidence.
1897YearChartered
26DisciplinesAcross the house
24HoursTypical first reply