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WHO WE ARE
OUR PRACTICE
OUR APPROACH
OUR HISTORY
MANAGEMENT TEAM


WHAT WE OFFER

INDIVIDUALS
    OUR PRACTICES
        INVESTMENT MANAGEMENT
            STRATEGIC ASSET ALLOCATION
            STRATEGIC ARCHITECTURE
            INVESTMENT EXCELLENCE ACROSS ASSET CLASSES
                EQUITY INVESTMENTS
                FIXED INCOME INVESTMENTS
                LIQUIDITY MANAGEMENT
                INTERNATIONAL INVESTMENTS
                ALTERNATIVE INVESTMENTS
        WEALTH AND ESTATE PLANNING
            FIDUCIARY SERVICES
            WEALTH PROTECTION AND TRANSFER
            PHILANTHROPY
            ASSET-SPECIFIC ANALYSIS AND PLANNING
            ESTATE SETTLEMENT AND ADMINISTRATION
            FAMILY GOVERNANCE
        PRIVATE BANKING
            DEPOSIT AND CASH MANAGEMENT
                CHECKING AND SAVINGS
                ELECTRONIC BANKING AND BILL PAYING
                CASH MANAGEMENT
                ESCROW SERVICES
            CREDIT AND LENDING
                JUMBO MORTGAGES
        ASSET SERVICING AND INFORMATION MANAGEMENT
            GLOBAL CUSTODY
            INFORMATION REPORTING
            PERFORMANCE MEASUREMENT AND ANALYSIS
            CASH PROCESSING
            PARTNERSHIP ACCOUNTING
    OUR APPROACH

FAMILY OFFICE SERVICES
    OUR PRACTICES
        INVESTMENT MANAGEMENT
            STRATEGIC ASSET ALLOCATION
            STRATEGIC ARCHITECTURE
            INVESTMENT EXCELLENCE
                EQUITY INVESTMENTS
                FIXED INCOME INVESTMENTS
                LIQUIDITY MANAGEMENT
                INTERNATIONAL INVESTMENTS
                ALTERNATIVE INVESTMENTS
                INSTITUTIONAL INVESTMENT CAPABILITIES
        WEALTH AND ESTATE PLANNING
            FIDUCIARY SERVICES
            WEALTH PROTECTION AND TRANSFER
            PHILANTHROPY
            ASSET-SPECIFIC ANALYSIS AND PLANNING
            ESTATE SETTLEMENT AND ADMINISTRATION
            FAMILY GOVERNANCE
        PRIVATE BANKING
            DEPOSIT AND CASH MANANGEMENT
            CREDIT AND LENDING
        ASSET SERVICING AND INFORMATION MANANGEMENT
            GLOBAL CUSTODY
            INFORMATION REPORTING
            PERFORMANCE MEASUREMENT AND ANALYSIS
            CASH PROCESSING
            PARTNERSHIP ACCOUNTING
    OUR APPROACH
    INTERNATIONAL

CHARITABLE GIFT SERVICES
    OUR PRACTICES
        GIFT MANAGEMENT
            DONOR DEVELOPMENT SUPPORT
            GIFT ADMINISTRATION AND REPORTING
            UNITIZATION AND PARTNERSHIP ACCOUNTING
        INVESTMENT MANAGEMENT
            EQUITY INVESTMENTS
            Strategic ASSET ALLOCATION
            Fixed INCOME INVESTMENTS
            INTERNATIONAL INVESTMENTS
            ALTERNATIVE INVESTMENTS
        FINANCIAL MANAGEMENT
            INCOME DISTRIBUTION
            TAX REPORTING
            CUSTODY
            INFORMATION REPORTING
    OUR APPROACH

PROFESSIONALS & INSTITUTIONS
    BUSINESS BANKING
        DEPOSIT AND CASH MANAGEMENT
            CHECKING AND SAVINGS
            ELECTRONIC BANKING AND BILL PAYING
            ESCROW SERVICES
            CASH MANAGEMENT
        CREDIT AND LENDING SERVICES

ENDOWMENTS & FOUNDATIONS


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