About Us

A cross section of a tree trunk

The Rikoon Group guides families, non-profit organizations and business enterprises toward financial security, independence, and long-term sustainability.

Our Goals

  • Meet clients’ present & future financial, intellectual, and social needs in an ethical way

  • Maximize cash flow and appreciation using a variety of investment vehicles

  • Reconcile competing needs for safety, income & appreciation

  • Minimize income & estate taxes

  • Bring families together using positive and inspiring models of personal growth

  • Protect a family’s wealth across generations

Our Services

  • Customized Portfolio Management

  • Estate Planning Assistance

  • Trust Advice

  • Cash Spending Analysis

  • Income Tax and Insurance Review

  • Multi-Generational Counseling

  • Financial Education for the Entire Family

  • Coordination of Financial Affairs with Other Professionals

  • Business Consulting

  • Private Real Estate Investing Opportunities

  • ESG (Environmental, Social, Governance) and Sustainable Investing

  • Property Management

The Rikoon Group