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The process of managing your wealth can be complex and, at times, overwhelming. The relationship with your wealth advisors shouldn’t be. At Signature, our goals are to keep things simple, continually keep you informed and ahead of the curve, and inspire confidence in the path you travel. Sound simple? We invite you to meet our team and learn more about us and our client experience.

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Our team has talent and expertise and is genuinely personal and down-to-earth. We believe in the virtue of listening before speaking and looking people in the eye. Qualities that make for a great foundation for long and prosperous relationships.

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Philanthropy & Strategic Planning

July 10, 2017

At Signature, we consider the many opportunities people have for their wealth. Creating a comprehensive plan to accommodate the goals, needs and wishes of the family is the cornerstone of the work we do. When philanthropy is part of that plan, Signature works with client families to create a thoughtful robust strategy.

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Signature – on the road

June 22, 2017

The Signature team makes frequent appearances at wealth management conferences, investment forums, family office gatherings and industry events. Recently members of our team have appeared as speakers at the following events: 2017 Andrew Gorczyk, Portfolio Manager: What Family Offices are Looking for in Private Equity Now?, Partner Connect Conference, New York Xandra Burnette, Chief Operations... View Article

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Anne Shumadine honored with College of William & Mary Award

June 12, 2017

Signature Family Wealth Advisors Chairman, Anne Shumadine, was honored with the prestigious T.C. and Elizabeth Clarke Medallion on Tuesday, March 28. Established in 1975, the award is the highest honor given by the Raymond A. Mason School of Business at the College of William & Mary. The Medallion is given to an individual whose distinguished... View Article

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David Jallits – CIO – Market Commentary – March 31, 2017

April 5, 2017

Letter from the CIO “Shall we play a game”? “Joshua” from the film War Games (1983) Often, as you have come to realize, the letters I write do not speak to current portfolio concerns directly but rather look down the road at distant issues we at Signature consider and debate.  Issues that if not dealt... View Article

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Andrew Gorczyk on “What Family Offices Are Looking For In PE Funds Now”

March 28, 2017

Andrew Gorczyk, Portfolio Manager, recently participated in a panel discussion on family office interests in private equity funds at the PartnerConnect East 2017 conference.

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In our experience, we've found that the most successful solutions begin by asking the right questions. We gain a broader perspective of your goals and the future you wish to create for your family. Please contact us to begin.

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