“After 35 years of working to help families manage their financial affairs, it is gratifying to see a new generation of talented young advisors take an interest in what the Rikoon Group provides: a service based on honesty, kindness, timeliness, attention to detail, and bringing the broadest possible perspective to bear on all kinds of money issues. We think that finding investment solutions for the future involves thinking outside the box.”
Rob Rikoon is the Founder of The Rikoon Group which began as Rikoon Investment Advisors, Inc. in 1987. Rob uses his in-depth knowledge and background in strategic planning, especially in regard to private real estate ventures, both equity and debt, to assist clients with various aspects of their family’s financial affairs. He has a particular interest in working with clients on complex family matters involving trusts and estate planning issues.
Rob graduated Cum Laude from Harvard University with a Bachelor of Arts and earned a Master of Business Administration from the University of New Mexico. Prior to his work as a Registered Investment Advisor, Rob managed the Trust Department for First Interstate Bank in Roswell, New Mexico, and West One Bank in Coeur d’Alene, Idaho.
He is the author of Managing Family Trusts: Taking Control of Inherited Wealth, published by J. Wiley and Sons in 1999. In his free time, Rob enjoys welding, metal sculpture, lithography, egg tempera and oil painting, swimming, and cross-country skiing in the mountains outside of Santa Fe.