Threshold Group is a family office organization serving the financial and wealth management needs of a select number of families and private foundations throughout the United States.

Investment Origins - Our approach provides closely personalized planning and service relationships, coupled with institutional-quality investment advice, research and strategy. Our founders, the Russell family, created and eventually sold a global investment services firm known today as Russell Investments. The Russell firm, commonly recognized for its stock indices, built its core competency based on decades of fiercely independent evaluation of investment managers.

Our Process - Today, our business enjoys ongoing access to Russell’s manager insights, which we refine as groundwork in our own strategic process for helping private, high-net worth investors, their families and charitable foundations.  It’s a worthy combination of global knowledge, specialized expertise and dedicated relationship-building ─ all delivered by seasoned professionals who genuinely care for their clients.

Our Service Culture - Threshold works selectively with a community of clients that understands and appreciates the principles of integrity, lifelong learning, dignity of the individual, and the value of teamwork. Our goal is to help family members achieve what matters most for them and their future generations.

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