A boutique wealth advisory firm with offices in Dallas, Los Angeles, and Portland - with a focus on highly experienced advisors helping a few select families and foundations steward their human, intellectual, and financial capital generationally. We believe delivering exceptional wealth advisory services means: • Consistently deliver institutional quality investment management • Hold ourselves to a fiduciary standard • Provide contemporary family office services • Deliver high-touch client service - holistically and proactively • Maintain a limited, select client roster • Provide advice from experienced, highly skilled trusted advisors • Cultivating trust through integrity, knowledge, and service to clients • Providing clients attractive fee levels