Evolving Challenges, Simplified Solutions.
We Meet You Where You Are
Individuals
The challenges associated with personal wealth are time-intensive, complex, and different for everyone. We work to understand you and your goals, tailoring our solutions and strategies to your needs as they evolve.
![](https://cms.dbroot.com/system/uploads/fae/image/asset/118/xs_WWH_IndFam_Image-1_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/118/sm_WWH_IndFam_Image-1_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/118/md_WWH_IndFam_Image-1_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/118/lg_WWH_IndFam_Image-1_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/118/xl_WWH_IndFam_Image-1_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/118/xxl_WWH_IndFam_Image-1_2x.jpg 2400w)
Multi-Generational Wealth Requires a Nuanced Approach
Multi-Generational Families
Substantial financial success can present intertwining and delicate personal, investment, financial, and family complexities. We support these multi-faceted needs, placing distinct emphasis on preserving your financial assets - and your personal values - through generations.
![](https://cms.dbroot.com/system/uploads/fae/image/asset/48/xs_WWH_GW_Image-1_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/48/sm_WWH_GW_Image-1_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/48/md_WWH_GW_Image-1_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/48/lg_WWH_GW_Image-1_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/48/xl_WWH_GW_Image-1_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/48/xxl_WWH_GW_Image-1_2x.jpg 2400w)
![](https://cms.dbroot.com/system/uploads/fae/image/asset/47/xs_WWH_GW_VideoMontage.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/47/sm_WWH_GW_VideoMontage.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/47/md_WWH_GW_VideoMontage.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/47/lg_WWH_GW_VideoMontage.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/47/xl_WWH_GW_VideoMontage.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/47/xxl_WWH_GW_VideoMontage.jpg 2400w)
Independent, Specialized Expertise
Businesses & Institutions
Product-bundling and one-size-fits-all approaches can expose principals to substantial fiduciary liability and above-market fees. We are independent specialists, providing deep investment expertise, best practices in fiduciary governance, and robust operational resources to national corporations, health systems, closely-held businesses, not-for-profit organizations, and institutional endowments and foundations.
![](https://cms.dbroot.com/system/uploads/fae/image/asset/170/xs_WWH_BI_Image-1_2x.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/170/sm_WWH_BI_Image-1_2x.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/170/md_WWH_BI_Image-1_2x.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/170/lg_WWH_BI_Image-1_2x.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/170/xl_WWH_BI_Image-1_2x.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/170/xxl_WWH_BI_Image-1_2x.jpg 2400w)
![](https://cms.dbroot.com/system/uploads/fae/image/asset/169/xs_WWH_BI_VideoMontage.jpg 320w,https://cms.dbroot.com/system/uploads/fae/image/asset/169/sm_WWH_BI_VideoMontage.jpg 640w,https://cms.dbroot.com/system/uploads/fae/image/asset/169/md_WWH_BI_VideoMontage.jpg 1024w,https://cms.dbroot.com/system/uploads/fae/image/asset/169/lg_WWH_BI_VideoMontage.jpg 1400w,https://cms.dbroot.com/system/uploads/fae/image/asset/169/xl_WWH_BI_VideoMontage.jpg 1800w,https://cms.dbroot.com/system/uploads/fae/image/asset/169/xxl_WWH_BI_VideoMontage.jpg 2400w)