As an independent firm, we believe we have the objectivity, flexibility, creativity, and network of resources that enable us to offer a wide range of innovative investment opportunities in a variety of market sectors and in direct private equity. We believe we have demonstrated particularly strong expertise investing in the energy infrastructure sector. The A.L. Stuart Energy Infrastructure Composite has produced an annualized return, net of fees, in excess of 10% over its 15 year track record2.
ADVISORY & WEALTH PLANNING SERVICES
The client’s mission and objectives guide our wealth management strategies. Advisory services include risk and liquidity management, resource allocation, investment analysis, manager selection and oversight, and due diligence. We coordinate with clients’ legal and tax advisors when appropriate.
FAMILY OFFICE SERVICES
We provide a range of family office services including bill paying, bank reconciliations, year-end tax document reconciliation, assistance with debt and/or credit opportunities, foundation administration, tracking of gifts and charitable donations, and permanent document storage to help our clients manage numerous aspects of their financial lives. Our 30 years as a family office has afforded us a deep understanding of long-term wealth management and the needs of high net worth individuals and families.