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Find a team that is especially skilled in advising on and managing the complexities of family and multi-generational wealth. This means we provide a higher degree of investment sophistication and standard for ongoing service, personal care and attention. Our clients expect this, and we consistently deliver at a level rarely seen in our industry.

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1Q14 Portfolio Commentary: Time for Growth . . .

My experience composing this quarter’s Portfolio Commentary is no doubt similar to what our clients and colleagues have noti…