Root your financial strategy in the unique needs and values of your family. Through the highest caliber of service and insight, we have been able to help steward multi-generational wealth for over a century.
How We Transform Complexity to Clarity
At 1919, we are your family office, and we offer a full range of capabilities that can be completely customized to your family's needs. With direct access to experienced professionals and integrated planning across investments, taxes, estate strategies, and more, you gain a trusted partner who brings structure, stability, and confidence to managing your family’s financial future.
Our core investment capabilities are rooted in the construction of actively managed portfolios that are tailored to your tax, income, return, risk, and other unique objectives.
The cornerstones of our investment philosophy are:
- A direct relationship with your Portfolio Manager.
- Commitment to quality investments and long-term growth.
- Active, opportunistic management that aims to minimize risk.
- Transparency and flexibility in portfolios built with individual securities.
- Proprietary, fundamental research to provide independent perspective.
Understanding your goals and developing a plan unique to you and your family is at the core of what we do. Wealth planning encompasses financial, tax, and generational planning, and we develop integrated strategies that are tailored to each family member.
Financial Planning: Aimed at meeting your goals, spending requirements, and retirement objectives.
Tax Planning: Helping you achieve your goals in a tax-efficient manner, we aim to optimize our investing and planning strategies to reduce your tax liability.
Generational Planning: We review, develop, and implement strategies aimed at optimizing the preservation and transfer of your wealth, working with you on family governance, trust, and estate planning.
Business succession planning and risk management are also critical components to your overall wealth plan.
We provide trust administration, fiduciary services, and estate settlement services through affiliates and other third-party trust company partners.
We work with you to define your charitable vision and the legacy you wish to leave across generations. With this north star, we can develop a tax-efficient strategy to realize your philanthropic goals through private foundation administration, charitable trusts, Donor-Advised-Funds (DAFs), estate planning, and annual giving plans.
Our role as your family’s coordinator helps simplify the financial complexity in your life. We work collaboratively with your other advisors, seeking to create a unified vision that recognizes your goals and simplifies that complexity.
We also offer technological and operational infrastructure that helps you outsource certain administrative functions, leverage customizable reporting, and improve efficiency in financial management.
We are a resource for your family. Our teams can develop tailored educational seminars across a variety of disciplines for our family clients. We believe this allows families to take the long approach, ride out the inevitable bumps in the road, and have a greater likelihood of reaching their long-term financial goals. When our clients understand the why behind each decision, then we have done a large part of our job.
What brings
you here?
What Brings You Here?
Find trusted counsel for every aspect of your financial life, and for generations to come. Reach out to start the dialogue.
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