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
06The Network
Custodians, counsel & counterparties.
A partial register of the institutions we have kept - some for a century - across custody, counsel and correspondence.
Built one correspondence at a time.
A network is only as quiet as the introductions that built it. Ours was built over a century - custodians, counsel and counterparties kept for the households that keep us.
By introduction
Fig. - CorrespondenceA century of correspondence.
Across custody, counsel and correspondence, we have kept the same institutions - some for a hundred years - in every market that matters to a principal household.
Custodians of principal, executors of trust, and counsel of record. A partial register follows; the full register is furnished by introduction.
VI·bThe Network
The right door, in the right order.
When a household needs more than one institution, the Network opens doors quietly - and only when they are needed.
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