Data-Driven Family Office Solutions
Since 1853, we've helped families with $35M+ preserve, grow, and transfer wealth across generations using data-driven strategies and quantitative analysis.
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We begin with a deep dive into your family's current financial landscape, governance structure, and long-term objectives.
Using a quantitative lens, we perform a thorough diagnostic to identify both strengths and opportunities for improvement.
We ask the hard questions and perform the detailed analysis necessary to build a solid foundation.
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Based on our analysis, we develop a customized strategic blueprint. This isn't a one-size-fits-all plan.
It's a detailed roadmap covering everything from investment governance and risk management to operational efficiency and intergenerational wealth transfer.
Our recommendations are grounded in data and designed for measurable impact.
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Once the strategy is in place, we assist with the implementation.
This can involve helping you vet and onboard new technology, optimizing your reporting systems, or structuring your family's philanthropic initiatives.
We ensure that the plan we’ve built together becomes a reality, with a focus on seamless integration and operational excellence.
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In addition to our full-service consulting, we offer our expertise on a project basis.
Need a sophisticated risk model for a new asset class?
Require a custom algorithm for portfolio optimization?
Looking for a deep-dive analysis on a specific investment opportunity?
Our quantitative team is available to function as a seamless extension of your family office, providing a flexible and powerful resource without the overhead of a full-time hire.
-
We provide ongoing support and quantitative analysis to ensure your family office remains agile and effective.
Through regular reporting and strategic reviews, we continuously optimize your process, ensuring it not only meets but exceeds your expectations for generations to come.
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Precision tax, retirement, and estate planning for UHNW clients. Leverage data-driven strategies to optimize tax efficiency and protect multi-generational wealth.
Our Services
Strategic Wealth Structuring
We go beyond asset allocation to create comprehensive structures that optimize for tax, governance, and long-term security.
Cross-Border Expertise
For families with international assets or interests, our global network provides seamless support and advice across jurisdictions.
Advanced Data & Analytics
We leverage sophisticated technology to provide a single, transparent view of your entire financial ecosystem, enabling real-time, data-driven decision-making.
Holistic Risk Management
We address a wide range of risks, from market volatility to cybersecurity threats, protecting your family’s financial and personal assets.
We provide a fully integrated quantitative capability for your family office, delivering the sophisticated modeling, analysis, and execution needed to navigate markets.
As your dedicated quantitative partners, we are always ready to tackle complex financial challenges and deliver data-driven solutions that are aligned with your goals and values.
Testimonials
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After selling our company for $180M, we were overwhelmed managing the proceeds. BHC's, quantitative approach helped us structure a family office that reduced our tax burden by $12M in year one while creating a sustainable investment strategy. Their data-driven analysis gave us confidence in every decision.
West Coast Technology Executive
Results: 17% annual returns, $26M tax savings, family office established in 6 months.
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With assets across four generations and three countries, our wealth management was chaotic. BHC, created a unified governance structure and investment framework that brought clarity to our $250M portfolio. The next generation is now actively engaged and prepared for leadership.
Third-Generation Manufacturing Family
Results: 28% improvement in portfolio efficiency, unified family governance, successful succession planning.
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Barbieri Holdings & Co, have a sophisticated risk modeling approach. Quickly identified concentration risks in our portfolio that other advisors missed. Their quantitative analysis helped us rebalance before the 2022 market downturn, protecting $44M in value while our peers suffered significant losses.
Private Equity Fund Founder
Results: Avoided $44M in losses, 8% outperformance during market volatility
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We begin with a deep dive into your family's current financial landscape, governance structure, and long-term objectives.
Using a quantitative lens, we perform a thorough diagnostic to identify both strengths and opportunities for improvement.
We ask the hard questions and perform the detailed analysis necessary to build a solid foundation.
-
Based on our analysis, we develop a customized strategic blueprint. This isn't a one-size-fits-all plan.
It's a detailed roadmap covering everything from investment governance and risk management to operational efficiency and intergenerational wealth transfer.
Our recommendations are grounded in data and designed for measurable impact.
-
Once the strategy is in place, we assist with the implementation.
This can involve helping you vet and onboard new technology, optimizing your reporting systems, or structuring your family's philanthropic initiatives.
We ensure that the plan we’ve built together becomes a reality, with a focus on seamless integration and operational excellence.
-
In addition to our full-service consulting, we offer our expertise on a project basis.
Need a sophisticated risk model for a new asset class?
Require a custom algorithm for portfolio optimization?
Looking for a deep-dive analysis on a specific investment opportunity?
Our quantitative team is available to function as a seamless extension of your family office, providing a flexible and powerful resource without the overhead of a full-time hire.
-
We provide ongoing support and quantitative analysis to ensure your family office remains agile and effective.
Through regular reporting and strategic reviews, we continuously optimize your process, ensuring it not only meets but exceeds your expectations for generations to come.
-
Precision tax, retirement, and estate planning for UHNW clients. Leverage data-driven strategies to optimize tax efficiency and protect multi-generational wealth.
