Our Firm

Our firm was co-founded by Howard P. Milstein and his family, widely acknowledged for their success over three generations in real estate, banking, manufacturing, energy and international business, and a group of accomplished professionals who formerly worked for well known investment, accounting, and law firms.

Our Advisory Board, chaired by Howard P. Milstein, is composed of experienced investors who are stewards of prominent endowments and foundations, founders of distinguished investment firms, and proprietors of family wealth.

Our professionals are experienced, well-credentialed and dedicated to client advocacy.

Our clients receive objective advice that is tailored to their specific needs, access to the best solutions from around the world, favorable terms and pricing afforded by our firm’s size, knowledge, and choice.