The Rikoon Group guides families, non-profit organizations and business enterprises toward financial security, independence, and long-term sustainability.

Our Goals

  • To protect a family’s wealth across generations
  • To meet clients’ present & future financial, intellectual, and social needs in an ethical way
  • Maximize cash flow and appreciation using a variety of investment vehicles
  • Reconcile competing needs for safety, income & appreciation
  • Minimize income & estate taxes
  • Bring families together using positive and inspiring models of being together

Our Services

  • Customized portfolio management
  • Estate planning assistance
  • Trust advice
  • Cash Spending Analysis
  • Income tax and Insurance review
  • Financial education for the entire family
  • Multi-generational counseling
  • Coordination of financial affairs with other professionals
  • Business consulting
  • Private Real Estate investing opportunities
  • Environmental, Social, Governance (ESG) Investing
  • Property management