The partnership approach among clients of the firm is well illustrated by two prominent families who bring vision and valuable insights into managing wealth for short- and long-term horizons.
The John M. Belk Endowment, the M.C. Belk Pilon family interests, and the Springs-Close-Bowles family interests all bring key assets to the firm as clients. This multi-family office investment platform provides a vehicle alongside which firm partners and other clients can gain access to investment opportunities usually reserved for institutional investors.
Their shared vision with members of the firm’s founding investors is for a firm that serves clients with innovative ideas and solutions and enables the realization of each client’s financial goals.