We offer a full range of services designed for the unique needs of our corporate clients. We do so by leveraging our internal expertise to assist in the decision-making surrounding stock transactions and to provide objective, innovative and comprehensive cash management services.
Our clients are a select number of wealthy individuals, families, foundations and institutions. They include founders, directors and officers of multi-billion dollar corporations, partners at prominent venture capital firms, as well as public and private companies and funds. Total client assets held with us exceed $3 billion and our average client’s portfolio totals over $10 million.
