Thinking Innovatively

Solving complex financial problems with break-through ideas is one of our central tasks. The landscape for wealthy investors is ever changing. We stay at the forefront by continuously assessing industry trends, legislative forces, and market shifts. We challenge ourselves to think creatively to unlock potential opportunities and negotiate challenges on your behalf.

 

A tradition of innovation has been forged over time. We are at the fore of using creative estate planning techniques, including generation-skipping trusts. Later, we were among the first trust companies to offer non-U.S. investments, including emerging markets. We launched real estate funds as well as gave clients access to private equity, which was largely unavailable to individual investors at that time. We were also early to adopt hedge funds as powerful long-term investment vehicles for wealthy private clients, and made a significant commitment to building leading capabilities in this area.

 

By drawing on our rich history of experience and forward-thinking research, we can offer innovative and sophisticated wealth management solutions. Learn more about our perspectives.