Our Story
Creating legacies that span generations through innovative wealth management
Inspired by Legacy, Driven by Innovation
Among America's century-old financial families, the name of the Mellon family symbolizes an elegant inheritance that spans capital, culture, and responsibility. They not only created financial legends in the industrial age but also turned their attention to the depths of art, humanities, and national destiny — this spirit has deeply moved us and inspired our professional beliefs as family office investment advisors.
Like the Mellon family, we bring a new value coordinate to contemporary families with a global perspective on asset allocation, long-term patience for intergenerational governance, and resonance with technological changes, cultural commitments, and humanistic warmth.
These experiences have made us more clearly aware that the true mission of wealth management is never just the growth of numbers, but the transmission between generations — a kind of responsibility, a continuation of culture, and an ability to make today's capital become tomorrow's meaning.
The History of Wealth Management
Like the historic Mellon family, which came to prominence in the United States during the late 19th century, we understand the importance of banking traditions and financial heritage. The Mellon dynasty demonstrated how banking could transform industries and nations.
Today, we combine the wisdom of traditional banking families with cutting-edge technology and modern investment strategies. Our approach maintains the personal touch and long-term thinking that characterized great financial dynasties while embracing innovation to meet contemporary challenges.
Excellence in Every Dimension
Like the Mellon family, we bring a new value coordinate to contemporary families — with a global perspective on asset allocation and long-term intergenerational governance.
Our Mission & Values
Guided by principles of integrity, innovation, and intergenerational thinking, we strive to create lasting financial legacies for our clients
Trust & Integrity
We build relationships on a foundation of complete transparency and unwavering ethical standards, following in the footsteps of great banking families.
Like the Mellon family, we believe in the importance of maintaining trust while adapting to modern markets and technologies.
Innovation
We embrace cutting-edge technology and forward-thinking strategies to stay ahead in a rapidly evolving financial landscape.
Our approach combines traditional wisdom with cutting-edge innovation in AI, blockchain technology, and digital transformation to preserve and grow wealth across generations.
Legacy Building
We focus on intergenerational wealth preservation and growth, ensuring your legacy thrives for generations to come.
Like the historic banking families, we believe in building wealth that lasts, combined with philanthropy and social impact focusing on education, healthcare, Tech for Good, and cultural heritage.
Leadership
Julia Valentine
Managing Partner
Julia Valentine is a solutions-focused fintech consultant who provides advisory services to boards and management teams. During her executive career, Ms. Valentine held leadership positions at JPMorgan Chase, D.E. Shaw, and Mousse Partners, one of the world's largest family offices.
As Vice President at JPMorgan Chase, she led integration of global equity derivatives portfolios into value-at-risk systems, implemented program trading solutions, and reengineered risk infrastructure through automation (saved $4.5M annually). Later as Vice President of New Business Initiatives, products she launched generated $70 million annual revenue.
She also served as Chief Technology & Operations Officer for a $110 billion WI pension fund.
- Led key technology initiatives, including integration of global equity derivatives portfolios into value-at-risk systems.
- Implemented program trading solutions and reengineered risk infrastructure through automation, saving $4.5 million annually.
Technology and operations assessment, cloud strategy, cybersecurity, digital transformation, machine learning, AI, blockchain, RPA, process optimization, and governance.
- MBA from Columbia University
- BS in Economics and Finance from NYU Stern School of Business
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