"So many people talk about the management of money, but, really, before you even talk about any of that, you have to get the why, the question behind the question." – President and Head of Multi-Family Office, Brittain Prigge, CFA
Who are you beyond your wealth? How do you wish to be remembered? After nearly four decades, we’ve learned the questions to ask to understand our clients' needs — offering our wealth of perspective to help protect and grow the wealth they’ve worked so hard to build.