Located two blocks from the White House in the heart of downtown, our Washington, D.C. office prides itself on a client-driven, team-based culture. Offering a wide range of personalized wealth management capabilities, we specialize in working with government contracting firms that are anticipating M&A transactions, executives from trade associations and publicly traded companies, art collectors, and multi-generational families. Our professionals have an average of 25 years’ experience advising wealthy individuals and families, resulting in a deep understanding of their unique challenges.
Get in touch and put our experienced Washington D.C.-based team to work on your behalf.
1250 H Street NW
Washington, DC 20005
Mon - Fri: 8:30 AM-5:00 PM ET
Office Phone: (202) 759-6362
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Our Washington D.C. Team
President – Washington D.C., Maryland, Virginia
Send us an email and we’ll schedule a call that works for you.