We are a consultant and service provider to wealthy families and family offices. We provide client families with a comprehensive, multi-generational approach to administering their wealth. We specialize in effectively and proactively assembling and leading a cohesive team of expert advisors, including investment, wealth-transfer and tax specialists. Our firm offers independent and unbiased counsel and will not accept commissions or placement fees for access to any third-party services.

 Our three principals, Thomas R. Beecher Jr., Luke T. Jacobs and Lee C. Wortham have nearly 100 years combined experience in providing various  services to high-net-worth families and foundations.

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