With a long term perspective on capital management, Ray established the firm with a focus on disciplined planning, risk awareness, and durable investment decision making for families.

Steve works closely with the firm on strategic direction and capital deployment, supporting long term planning decisions and maintaining portfolio discipline across key investment areas.

Katy leads the firm’s strategic research and investment framework, translating macro trends and market insights into clear long term capital strategies for families.

Soria oversees the firm’s daily operations and client relationships, ensuring that strategic plans are executed effectively while remaining aligned with long term family objectives.

Howard focuses on guiding family governance structures and decision processes, helping families align capital decisions with shared values, long term responsibilities, and intergenerational continuity.

Kayla focuses on structuring and evaluating complex financing solutions, supporting investment initiatives through disciplined analysis while maintaining consistency with long term capital objectives.