The President of
Your Family Office
We are a national and independent family office uniquely structured to serve the complex financial, lifestyle, and generational needs of families. We do so by treating family wealth like a business and customizing a family office structure to each client’s specifications.
We serve as our clients’ financial confidant and “president” to confidentially manage all the moving parts, act as advocates on a family’s behalf to guide prudent decision-making, and deliver consistent, long-term results.
We help good people ensure their wealth and values are protected for generations, orchestrate their financial world, and strive to positively impact their personal, business and philanthropic missions.
Gary Hirschberg, J.D. CEO & Founding Member
Preserving & Elevating Family Legacies
We deliver an all-inclusive wealth experience with thoughtfully customized portfolios and personalized service to help successful families take control of their financial world, preserve generational wealth, and uncover growth opportunities. We offer a higher level of service and more personalized client experience than traditional wealth managers through a hand-selected team of experts. Our collaborative approach allows for a more comprehensive and nuanced management of wealth, tailored to the specific needs of each family.
The View From Here Series — The Great Bifur-K-ating economy
Bill Andrakakos, CFA, FRMPresident & Chief Investment Officer Toby Stannard, CFAPartner, Deputy Chief Investment Officer Thomas Gogola, CFAVice President, Investment Management Introduction According to the WSJ, IBM reigned as America’s most valuable company in 1985, with a market capitalization of roughly $32 billion at year-end and a weight of approximately 6.4% in the S&P 500, […]
