Comprehensive Wealth Management Solutions

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Comprehensive Wealth Management Solutions

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An Integrated Approach to the management of substantial wealth.
Click on the category to view our services:
Fiduciary and Trust Services
Global Custody Services
Investment Capabilities
Investment Consulting Services
Private Banking

Fiduciary and Trust Services

  • Comprehensive trust services
  • Expertise in selection and oversight of multiple managers
  • Foundation management
  • Estate settlement
  • Delaware and offshore trusts
  • Administrative trustee capabilities
  • Depth of expertise in alternative investments
  • Specialization in management of minerals, real estate, family business, farming as well as closely held assets such as limited partnerships
  • Blind trusts for government officials and corporate directors

Global Custody Services

  • General Custody
    • Securities Custody and Settlement
    • Income Collection and Crediting
    • Corporate Actions and Proxy Services
    • Automated Cash Sweep
    • Foreign Exchange
    • Securities Lending
  • Wealth Passport®-Online Data Access
    • Consolidated Accounting and Tax Reporting
    • Net Worth Summary
    • Download Capabilities
    • Data Aggregation
    • Transactions
    • General Ledger
    • Partnership Reporting
    • Query and User Customization Capabilities
  • Partnership Accounting
    • Monthly Reporting Packages, including K-1s
    • Monthly Contributions and Withdrawals
    • Principal and Income Allocation

Investment Capabilities

  • Short-Term Cash Management
    • Active Management
    • Individual Customized Portfolios
    • Enhanced Returns
  • Active Portfolio Management
    • Equities (Growth and Value)
    • Fixed Income
    • International
  • Indexing and Structured Investment Services
    • Index Portfolios: Broad Market, Customized, and Actively Managed for Tax Advantages
    • Hedging and Liquidation Strategies
  • Alternative Investments
    • Hedge Funds
    • Private Equity
  • Multi-Advisor Funds
    • Manager of Managers Program
    • Domestic and International
  • Mutual Funds
    • Family of No-Load Domestic
      and International Funds

Investment Consulting Services

  • Investment Program Design
  • Manager Search and Selection
  • Program Implementation and Evaluation
  • Performance Measurement and
    Risk Assessment
  • Single Stock Exposure Management

Private Banking

  • Private and corporate financing facilities
  • Treasury management services
  • Traditional banking services
  • Aircraft financing
  • Residential and commercial real estate financing
  • Interest rate swaps
  • Foreign currency deposit accounts
  • Investment program leverage
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