About Us

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