Threshold Group

We admit it –we are a bit different, by design. Our wealth services enterprise was created by a single family, solely for serving other families and their foundations. Our 100% family ownership helps provide long-term stability plus operational and financial independence. This allows us to focus on the needs of our clients and the skills of our associates. Institutional-quality investment experience backed by access to Russell Investments research capability. A demonstrated commitment to client service and transparency. We strive to avoid conflict of interest issues that exist for clients when advisory firms also offer their own product. Experience and willingness to engage closely with clients on challenging and significant family issues. An active peer-to-peer network of clients who find value in discreetly learning from one another.