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