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Corprate Retirement Plans
Registered Investment Advisors
Ultra High Net Worth

Planning & Advice

How do you coordinate all your assets so they work in harmony—and in your best interests? How do you handle taxes? Business strategies? Estate planning? Charitable giving? So that they make sense for you and your family. It’s easy to find specialists in specific disciplines. It’s hard to find a single, world-class resource with all those specialists pulling together—and working with your other consultants to deliver a truly comprehensive wealth plan. That’s exactly what you’ll find with us.



When you’re ready to invest, you expect personalized advice and best-in-class service. And access to a wide range of distinct opportunities that can help you and your family achieve your goals. That’s what we provide, because helping you meet your goals is the investment result that matters most to us.


At Old Slip Capital, we work with achievers like you to define the impact you want to make on the world. Then we help you create a custom financial plan that puts your money to work toward achieving those goals. We’ve brought together everything you need: investing, banking, lending and trust specialists. And a deep bench of planning experts who can provide advice on everything from executive compensation to philanthropy. All this, so that you can fulfill the purpose you envision for your life, family, community and beyond.


Trusts & Estates

When you’re choosing a trustee or executor, keep in mind that your choice will have a profound impact on your legacy. We’ve been advising trusts and estates for several decades, but it’s not just that commitment that makes us a first choice for families like yours, it’s our exceptional breadth of tailored services. Ultimately, we provide unencumbered access to the resources of world-class asset managers and dedicated specialists with one goal: helping bring our clients’ legacies to life.

Our advice driven family office strives to preserve your family’s legacy
Protecting your business property, employees, and corporate liability
A personalized approach to executing a wealth management plan
Preserve cashflow for other uses by borrowing for Insurance requirements
A complete range of insurance and risk management services
Cost effective employee benefit services
Alternative investments are useful investment strategies for investors looking to diversify their portfolios from traditional funds.
Advisory based financial transactions on behalf of individuals, corporations, and governments
Holistic wealth management services driven by superior investment research
Our firm combines a disciplined investment management process with sustainable investing principals
Sophisticated Investment Advisory to corporate pension plans and ultra-high
net worth individuals
Building quality investment menus for plan sponsors while offering the protections of a sound ERISA fiduciary contract
Protecting your Home, Auto and general liability
Family Governance and Education is integral in achieving the necessary outcomes
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