Northmere is an independent wealth management firm for families, executives and entrepreneurs whose financial lives have outgrown a single plan. We bring investment, tax, estate and liquidity decisions into one coherent strategy — and hold ourselves to a fiduciary standard in every one of them.
Significant wealth brings significant complexity: concentrated positions, equity awards, entities, trusts, multiple advisors and competing priorities across generations.
Our role is to bring order to that complexity. We begin with what you want your capital to accomplish — for you, your family and the causes you care about — and build every investment, tax and estate decision backward from there.
The result is not a product or a portfolio. It is a single, considered strategy that you understand completely, and a partner accountable for keeping it current as your life and the markets change.
A living blueprint connecting cash flow, liquidity, investments, taxes and estate goals into one strategy.
Learn more → 02Disciplined, evidence-based portfolios built around your objectives, constraints and tax profile.
Learn more → 03Asset location, loss harvesting and multi-year planning to keep more of what you earn.
Learn more → 04Working alongside your attorneys to transfer wealth and values efficiently across generations.
Learn more → 05RSUs, options, deferred compensation and concentrated stock — managed with precision.
Learn more → 06Sustainable distribution strategies and an objective review of insurance and risk exposures.
Learn more →A private, no-obligation conversation about your goals and whether we are the right fit.
A thorough review of assets, entities, documents, tax position and the people involved.
A written wealth strategy with clear recommendations and the reasoning behind each.
We execute, coordinating directly with your attorney, CPA and other advisors.
Ongoing oversight, proactive planning and regular reviews as your life evolves.
A founder anticipating an acquisition needed to understand the after-tax outcome, structure gifting before valuation rose and plan for life after the transaction.
A senior executive held a large share of net worth in employer stock and equity awards, with trading windows and tax consequences limiting flexibility.
A multi-generational family wanted to transfer assets efficiently while preparing heirs to steward them responsibly.
Engagements shown are hypothetical illustrations of the types of planning Northmere provides. They do not represent specific clients and are not indicative of future results. Every client's situation is different.
For the first time, every part of our financial life is moving in the same direction — and we understand why.Client, Manhattan Placeholder — replace only with a compliant testimonial and required SEC Marketing Rule disclosures
Tell us where you are and what matters most. We'll tell you honestly whether we can help.
Midtown Manhattan. By appointment.
Northmere was founded on a simple premise: people with complex financial lives deserve advice that is objective, coordinated and accountable — without the conflicts that come with selling products.
We measure success by whether our clients feel in control of their wealth, and confident in what it will make possible.
That means protecting capital through full market cycles, growing it in a tax-efficient way, and ensuring it passes to the next generation — and to the causes our clients care about — exactly as they intend.
We are an independent firm. We do not manufacture investment products, accept commissions on recommendations or answer to a parent company. Our only interest is the one we share with our clients.
Our recommendations are shaped by your interests alone. Our compensation structure is transparent and disclosed in full, and we do not receive product commissions.
Wealth decisions are connected. We serve as the hub between your attorney, accountant and other advisors so nothing falls between them.
Our clients value privacy. We treat every detail of their affairs with the confidentiality it deserves, and protect their data with institutional-grade safeguards.
Every portfolio decision is grounded in evidence, documented in writing and reviewed against a clear investment policy.
We tell clients what they need to hear, not what is easiest to say — including when the right answer is to do nothing.
We build relationships intended to last decades and span generations, with succession planning inside our own firm as well as yours.
Biography to come: background, credentials, areas of focus.
Biography to come: background, credentials, areas of focus.
Biography to come: background, credentials, areas of focus.
Our services are delivered as a single, integrated engagement. Each discipline informs the others — because the best investment decision is rarely the best decision once taxes, liquidity and legacy are considered.
The foundation of every engagement. We map your complete balance sheet — liquid and illiquid, personal and business — and design a strategy that reconciles near-term needs with long-term ambitions.
Portfolios built around a written investment policy, combining diversified global markets with carefully selected strategies where they genuinely add value. Risk is defined by your objectives, not a generic questionnaire.
Taxes are often the largest controllable cost a high-net-worth investor faces. We plan across years, accounts and entities, in close collaboration with your CPA.
We help you define what your legacy should look like, then work with your estate attorney to put it into effect — and keep it current as laws and family circumstances change.
For clients approaching or in retirement, we build a sustainable, tax-efficient income strategy designed to fund your lifestyle with confidence — without compromising long-term goals.
Equity awards can create — and concentrate — substantial wealth. We help executives and founders make informed decisions within the constraints of vesting schedules, trading windows and tax rules.
An objective review of how well your family, assets and income are protected. Because we do not sell insurance, our recommendations are free of commission-driven bias.
We take time to understand you before recommending anything. Then we stay engaged — monitoring, adjusting and planning ahead — for as long as you are a client.
A confidential conversation, in person at our Midtown office or by video. We listen to your goals, concerns and the decisions in front of you, and describe how we work and how we are compensated. There is no obligation and no pitch.
With your permission, we gather statements, tax returns, estate documents, equity grants and entity information. We meet your other advisors where helpful. Our goal is a complete and accurate picture of where you stand today.
Our team examines your situation across every discipline — cash flow, investments, taxes, estate, risk — identifying gaps, inefficiencies and opportunities, and modeling scenarios that matter to you.
We present a written strategy with prioritized recommendations, the reasoning behind each, and a clear investment policy. You will understand not only what we suggest, but why. We refine it together until it reflects you.
We put the plan into motion: transitioning assets thoughtfully with attention to taxes, coordinating document updates with your attorney and aligning your CPA on the year ahead. You receive a single point of contact throughout.
Active portfolio oversight, proactive tax planning and timely outreach when markets, laws or your circumstances change. Consolidated reporting gives you a clear view of your entire financial picture at any time.
A comprehensive review of progress against your goals, updated projections and a planning calendar for the coming year. As families grow and change, we extend the relationship to the next generation.
Market commentary, planning ideas and research from the Northmere team — written for clients who prefer substance over noise.
Our view on rates, valuations and where we see risk and opportunity — and what it means for long-term investors.
Read the outlook →The moves worth considering before December 31 — from harvesting losses to timing charitable gifts.
A framework for reducing single-company exposure without triggering unnecessary tax.
Why the conversations around wealth matter as much as the documents.
Share a little about your situation and a senior advisor will respond within one business day. All inquiries are held in strict confidence.
Meetings by appointment.
Monday – Friday, 8:30 am – 6:00 pm ET
Please do not send account numbers or sensitive personal data by email.
In person at our Manhattan office, or by secure video for clients nationwide.