How can we help you accomplish what you want with your wealth?

It is our mission to work closely with clients, helping them define and articulate what they want to accomplish with their wealth.  Ongoing collaboration and communication are essential in managing clients’ assets, and a high level of trust is critical in this type of relationship.  Our clients share highly personal information and beliefs about matters that may impact future generations.  We have always believed that we must earn this trust though all of our actions.  The structure of Inverness is properly aligned with our clients’ interests, and we always work to avoid any possible conflicts of interest.


At Inverness, we have built a firmwide culture that places the client at the center of everything we do.  Many members of our team have worked together and with the same clients for more than 20 years.  Such long-term relationships are rare today, but we believe they provide a valuable perspective.  When we meet with a client and the client's family or other trusted advisors, this focus on relationships is essential in executing on a long-term plan with multiple variables.

Our Approach to Wealth Management

Why is a tailored approach important?
How do we use information to empower you?


What do you want to accomplish with your wealth?

We welcome the opportunity to work with you in pursuit of your aspirations.

Please contact Philip Lawrence at
(212) 207-2122 or