ADVISOR & PROFESSIONAL MANAGEMENT

Serving the small enterprise, private wealth and the Board.

Strategist for ownership and the executive group. Professional management for private wealth. Focusing on matters of operations, finance and marketing for business; Wealth Management, philanthropic endeavors and personal affairs for individuals and families.

Advisor to the board.

Private Wealth

Providing professional management for individuals and families. Services include wealth management, business and finance matters, personal affairs, foundations & charitable organizations, art patron obligations, investments oversight and a variety of unique undertakings particular to each client.

Successful professional management relationships are exemplified by long tenures. The principal ingredients in these relationships are consistent premium performance and a well placed, earned trust. Once the trust is earned, it perpetually renews itself and produces its own brand of success. Both in the matters at hand and for the people secured by it.

An example of trust’s essence, as we practice it, is found in a story told by a photographer of Miles Davis. Jim Marshall, the photographer, was trying to get Miles attention backstage after a performance in San Francisco in 1962. He wanted to give Miles a print of John Coltrane, taken in Coltrane's garden. Jim had no luck reaching Miles, who was notoriously ornery, so he pushed through, gave Miles the print and walked away.
“Hey Marshall”, Jim heard. He turned around. “How come you never take pictures like this of me?”
“Because you never let me.”
Jim Marshall became a trusted and often exclusive photographer for Miles. His signature, that allowed him to create a portfolio of iconic and masterful images of both jazz and rock musicians, was being granted total access. Trust.