Company Overview

Located in Santa Fe, New Mexico, The Rikoon Group is a registered investment advisory firm that has been providing long-term investment strategies for families, individuals, business owners, and charitable organizations since 1987.

We believe in using a customized approach to meet the unique needs of each client. The size of our company allows us to give our clients the individualized attention necessary to achieve this goal.

Company Services

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

• Customized portfolio management
• Family financial education
• Multi-generational wealth counseling
• Wealth preservation
• Estate planning assistance
• Trust beneficiary advice
• Cash flow planning
• Income tax analysis