Investing. Problem Solving. Collaboration.
7Two
Boston | Denver | Lake Tahoe | Park City
No one needs another adviser. We are PARTNERS.
Everyone needs a trusted partner to achieve their goals. Our family-centric partnership approach underpins everything we do.
Trust is Critical.
Our trust in external investment managers is built through honesty, transparency, alignment of incentives, and established track records of delivering on promises.
Every day, we strive to earn your trust, too.
Multi-Family Office
You know what you want, you just need help achieving it. We empower your family to grow and protect your wealth through a partnership model oriented toward your goals.
Outsourced CIO
You have all the pieces, but someone needs to see the big picture to complete the puzzle. Our OCIO practice assists families, institutions, and other RIAs in all aspects of investing.
Family Governance
Families can be messy. We help develop multigenerational frameworks that support your family's unique needs and goals with a focus on long-term stewardship.