Smart deals start with the right connections.
Access 800+ qualified LPs through CQ’s Investor Database.
Overview and Management
Establishment Year
2002
Mission
To transform complexity into clarity, simplify intricate financial landscapes, and enable clients to focus on their families.
Values
Clear communication, honesty, client alignment, and personalized service.
Investment Roles
Direct Investor
Participant Demographics
Serving families with $50 million to $500 million in assets, across 32 states in the U.S.
Generational Wealth Planning
Focus on wealth preservation and ensuring wealth grows across generations through tailored strategies and family office support.
Risk Tolerance
Tailored to each family's financial goals and risk appetite.
References or Case Studies
Team Experience
Notable Achievements
Advising on $13 billion in investment assets and $15 billion in total wealth.
Project Track Record
Oversight of both public and private investments.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Compliance History
No major violations mentioned.
info@stlouistrust.com
Phone Number
314-727-4600
Address
St. Louis United States