New York – Tierney
The Robertson Stephens’ New York – Tierney office acts as an advisor to family offices and families considering one. Clients get the benefits of having a family office without building one of their own. While the business is anchored in delivering investment management and planning solutions to clients, the core competency inside Robertson Stephens, they also coordinate with leading outside professionals in the various non-investment service areas where needed for clients. The goal is to provide non-investment family office services (estate planning, accounting, philanthropic consulting, insurance, etc.) that square with the best practices in those respective categories and match the level of sophistication brought to bear on their investment portfolios. As a result, clients finally have the experience of a one-stop solution without limiting the intellectual pool they draw from for all their family wealth needs.
Areas of Expertise
- Family Office
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