Growth through Expansion Recently expanded footprint with new offices outside Seattle, notably Radnor and Philadelphia, indicating a growth strategy and potential cross-market wealth management needs for high-net-worth individuals and family offices in the Northeast.

National Scale Potential Merged with Wetherby Asset Management to create a national firm with approximately $15B in assets under management, presenting opportunities to offer enhanced advisory, trust, and estate services to a larger client base across regions.

Legacy and Trust Positioned as a seven-generation family enterprise with a focus on multigenerational wealth planning, suggesting demand for sophisticated trust & estate services, family governance, and philanthropic advisory to multi-generational families.

Technology Backbone Utilizes a modern tech stack including Power BI, Microsoft Dynamics, Okta, Python and data visualization tools, signaling openness to advanced analytics, client experience enhancements, and scalable digital advisory platforms.

Asset Growth & Senior Leadership Historical asset base around $6B and leadership changes such as hiring a CIO and recent CEO appointment imply ongoing investment in investment capabilities and performance, creating needs for investment technology, model management, and performance reporting partnerships.