Seattle, Washington

Global insights and deep, local experience for individuals and families

1301 Second Avenue
Seattle, WA 98101


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Featured Services

Based on an understanding of your personal needs, a team of dedicated specialists will work with you to deliver integrated solutions for all areas of your wealth plan


Our views and global network allow us to identify opportunities in complex, ever-changing world markets. Your level of engagement can be brokerage, discretionary or a combination based on your preferences.

Wealth Planning

We focus on helping clients address their long-term financial needs. With your other advisors, we develop strategies to help preserve your wealth—so you can enjoy your life now, provide for your heirs and support the causes you are passionate about.

Credit & Banking

We provide guidance for effective balance sheet management, with an emphasis on structuring large and complex loans. You have a comprehensive range of financing choices, including mortgages and lines of credit, as well as specialized financing.

Additional Insights

Decoding the Elements of Sustainable Investing

The growth of sustainable investing has enabled a proliferation of different investment objectives, approaches and vehicles. We offer a quick guide.

The Local Team

A team of dedicated specialists works together seamlessly to address your evolving needs

Olivier de Givenchy

Olivier de Givenchy

Managing Director
Region Head

David Regan

David Regan

Managing Director
Regional Head of Investments

Timothy Howell

Timothy O. Howell

Executive Director
Market Manager

Ian Kerrigan

Ian Kerrigan

Managing Director
Head of Investments

Learn more about our firm and investment professionals through FINRA BrokerCheck

Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you.