ALIGN YOUR WEALTH WITH YOUR VALUES — AND Your Life
Inheritors
Guidance for navigating sudden or planned wealth.
Professionals
Free your time to focus on your passions.
Retirees
Enter your next chapter with clarity and confidence.
Progressive Investors
Create real change without compromising your values.
BEYOND MONEY MANAGEMENT
We’re your partner in every financial decision—from investment strategy to real estate, intra-family loans, philanthropic giving, and planning for future generations. Our approach combines deep personal relationships with rigorous financial expertise — ensuring your wealth works for you, your family, and your values.
When you call us, you speak to a real person who knows you.
- We understand your relationship with money and how you want it to shape your life.
- Your portfolio blends strong performance with meaningful social and environmental impact.
- Your financial professionals — attorneys, accountants, and trust officers — are working in harmony.
- Your family is prepared to manage inherited wealth with confidence — and with complete confidentiality.
WHAT MAKES NorthStar different
Partnerships measured in decades, not quarters
- Deep client relationships — we take the time to know you, your priorities and your family.
- Unmatched service — personal, responsive, and always accessible.
- Impact at the core — every investment is aligned with our six justice pillars: Racial Equity, Gender Equity, Environmental Justice, Economic Equality, Human Rights, and Corporate Governance.
- Holistic guidance — from everyday budgeting to generational wealth planning, we’re here for the full picture.
- Rooted in trust — relationships built to last through generations, growing alongside your goals for generations.
For Next Generation Wealth Holders
Whether you’re building wealth or inheriting it for the first time, we help you align financial security with your vision for impact. Together, we’ll explore what “enough” looks like, how to use your resources to lift others and how to make confident, values-driven decisions at every stage of life.
Our Ideal Fit
We typically partner with clients investing $5 million or more, but every situation is unique — we’re happy to discuss whether we’re the right fit for you. Our maximum fee is 1% of managed assets.
READY TO TAKE THE FIRST STEP?
Your money. Your values. Your move.
WE BEGIN WITH WHAT MATTERS MOST TO YOU
We design a mission-aligned portfolio, put it to work and keep it on track through active oversight, regular monitoring, recommendations and clear communication — so your money is always moving with your purpose.
Get to Know You
We start with a conversation to understand your goals, values and current policies.
Build Your Plan
We design a custom portfolio aligned with your objectives, timeline and risk comfort.
Put It to Work
We invest strategically, pacing entry into the market for long-term success.
Stay Connected
Regular check-ins keep you informed and your portfolio on track.