Bruce Ramseyer, Founder and CEO
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Bruce brings over 40 years of financial experience and over 20 years working with ultra high net worth individuals, families and single family offices. He began his banking career with US National Bank of Oregon on a college scholarship and has led and developed award winning private banking departments for Key Bank and Washington Trust Bank. He specializes in evaluating business ventures for alternative investments and developed a vast platform of resources and vendors to customize the right combination for your family's needs and goals.


Kimberly Gutzwiler, Director of Operations and Concierge Services

Kimberly has worked with ultra high net worth individuals, families and businesses for nearly 20 years administering to client families and business needs with Wells Fargo Private Bank and Washington Trust Private Banking. She specializes in customizing exceptional delivery of services to our client families.