
1998
Year Founded
$4B+
Assets Advised
A Legacy of Financial Excellence
Founded in the crucible of financial transformation, our firm emerged from a singular vision: to bring clarity and partnership to an industry often shrouded in complexity. What began as a modest consultancy in downtown Manhattan has evolved into a global practice, yet our founding principles remain unchanged.
“Our work has always been guided by one belief — clarity builds confidence, and confidence drives meaningful progress and long-term impact.”



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