Wealth Management
Families and Individuals
Significant wealth may bring both opportunity and responsibility. Let us help you navigate the challenges and complexities of sustaining wealth over generations so that you can enjoy your success, your life's passions, and your family.
Evolving family wealth management solutions for every stage of your journey
Since our founding, we've worked with many families to help them manage around the obstacles that others have struggled with. We understand what defines a family whose wealth continues to grow from one whose wealth evaporates in two or three generations.
Divorce planning solutions
Learn how we can help protect your best interests with guidance and sound financial solutions.
Family engagement
Experience the education and communication process that can help guide your children in preserving your wealth and values for generations.
Family office services
Benefit from the support of a multi-disciplinary, integrated team that can manage and coordinate your financial and life-management affairs.
Philanthropic planning
Make an impact through the support of causes you believe in, while promoting family values and social responsibility, and leveraging the tax-deductible nature of charitable gifts.
Investment management
Align your investment strategy with your values, personal passions, and goals, guided by established asset allocation advice.
Private banking
Leverage your purchasing power, meet your liquidity needs, manage your finances, and take advantage of opportunities as they arise with tailored credit solutions and premier deposit accounts.
Learn how your family can experience the security of working with our specialized family wealth management team.
Contact one of our team members
William LaFond
Wealth Area Executive and Head of Family Wealth