We are long-term investors focused on meeting diverse client objectives ranging from capital preservation to long- term growth. Prior to engaging Seven Post to provide investment advisory services, clients enter into one or more written agreements with us setting forth the terms and conditions under which we render our services (the “Client Agreement”). Investment Management Services At the outset of every engagement and on an on-going basis, we encourage an active dialogue to gain an understanding of the client’s goals and objectives. This dialogue typically leads to an understanding of the investment objectives, assets, liabilities, asset allocation, diversification, cash flow requirements, liquidity, risk tolerance, estate/trust structures and tax-status. Seven Post customizes its advisory services to the specific investment and management needs of each client. Seven Post generally assumes responsibility for day-to-day management of the client’s portfolio of liquid investments. Clients are advised to promptly notify Seven Post if there are changes in their financial situation or investment objectives. Clients may impose reasonable restrictions on the management of their portfolio if, in the Firm’s sole discretion, the restrictions do not prove overly burdensome to our management efforts. Seven Post invests the client’s Managed Portfolios, as defined in the Client Agreement across a range of asset classes, strategies, and structures in one or a combination of the following three ways: A) “Direct Investments”: Management of public securities, including US and foreign cash instruments, US and international bonds, US and international stocks, listed-option contracts, exchange traded funds (ETFs), mutual funds, and closed-end funds, on a discretionary basis by Seven Post. B) “Sub-Advisor investments”: Separate accounts sub-advised by third-party advisors that are selected by Seven Post, the selection of which is typically on a discretionary basis by Seven Post. C) “Private Investments”: Direct and indirect investment in privately offered investments selected by Seven Post, typically on a non-discretionary basis. Direct Investments involve the selection of individual securities, a basket of securities, mutual funds, ETFs, closed- end funds, options contracts, or other investments by Seven Post. ADV Part 2A Page | 4 Sub-Advisors may include specialist managers in fixed income, equities, or alternative investment strategies. Our current most common Sub-Advisor strategy centers around customized, model-based portfolio investments. These investments incorporate multiple strategies, are held in separate accounts, and are often diversified and managed for a high level of income tax-efficiency, where applicable. Please refer to the risk section for risks associated with tax management. Other Sub-Advisor managers are less customized by Seven Post and often involve security selection utilizing fundamental and/or quantitative strategies by the Sub-Advisor. Unaffiliated Private Investments include direct private company interests, private equity or debt funds, secondary private asset funds, private real estate funds, hedge funds, and direct or joint-venture commercial real estate investments. Unaffiliated Private Investments are currently non-discretionary investments by Seven Post. There are broadly two different types of Unaffiliated Private Investments. The first type is a pre-established third-party private fund structure, which is reviewed and approved for investment by Seven Post. And the second, is typically a single-asset investment underwritten by Seven Post in a customized joint-venture or similar private structure. Seven Post also utilizes model portfolio providers to provide advice and recommendations on portfolio construction and security selection, which we believe increases customization, tax-optimization, and cost efficiency (“Model Portfolio Providers”). Seven Post has full discretion as to whether Model Portfolio Provider recommendations are incorporated into client Managed Portfolios. Direct Investments and Sub-Advisor accounts may partially or entirely include Model Portfolio Provider recommendations. Additionally, Seven Post often utilizes index-replication, customized index-formulation, or other strategies in a portion of client Managed Portfolios, either directly or in designing portfolios with Sub-Advisors. In certain circumstances, clients for whom these Model Portfolio Providers and various index-oriented strategies are utilized pay additional fees for such services. Utilizing any single or combination of the various investment methods described above, Seven Post can customize each Managed Portfolio to meet the client’s investment objectives. The terms and conditions under which Seven Post engages Sub-Advisors on behalf of the client are set forth in a separate written agreement between Seven Post and the designated Sub-Advisor. Subject to third-party custodial agreements, client assets may be invested in separate accounts established with sub-advisors or managed by sub- advisors who are allocated a portion of the client’s account with Seven Post. In certain circumstances, clients engage the Sub-Advisor directly. When

selecting a Sub-Advisor for a client, Seven Post reviews information about the sub-advisor, such as its disclosure brochure and other material supplied by the Sub-Advisor and/or other third parties for a description of the sub-advisor’s strategies, background, and past performance, to the extent available. Factors that Seven Post considers in selecting a sub-advisor can vary but usually include their experience, business and investment structure, stated investment objectives, asset or asset class valuation performance metrics, and pricing. In addition to Seven Post’s written disclosure brochure, clients also annually receive the written disclosure brochure of any Sub-Advisors in their Managed Portfolio. Certain Sub-Advisors impose more restrictive account requirements and different billing practices than Seven Post. Seven Post is focused on the long -term client Managed Portfolio results after Sub-Advisor costs, including fees and taxes. In cases with a bundled fee arrangement, Seven Post may have a conflict of interest in selecting Sub-Advisors with lower costs. Additionally, Seven Post also provides diversification strategies and other investment advisory services to clients who have concentrated equity holdings outside of Seven Post’s Managed Assets. The Firm selects Sub-Advisors on behalf of clients to manage portions of clients’ assets held in the separate accounts. With respect to Unaffiliated Private Investments, Seven Post selects investments managed or sponsored by unaffiliated managers. Seven Post, or a third-party engaged by Seven Post, conducts initial due diligence on, and monitors on a periodic basis, such Unaffiliated Private Investment strategies. Seven Post can also customize Managed Portfolios to incorporate specialized client objectives. Examples may include sector or security restrictions or other client-driven portfolio management requirements to enhance risk ADV Part 2A Page | 5 management or meet other customized client objectives. Further, Seven Post may private label a portion or entire investment strategies managed by Sub-Advisors or Model Portfolio Providers. Family Office Services, Including Tax, Trust, Estate, and Philanthropic Coordination & Planning Seven Post will, upon request and in consultation with our clients, provide family office services, including, without limitation, comprehensive financial planning services incorporating all client assets and liabilities, regardless of custodian or asset manager. Financial planning services can include broad-based balance sheet and cash flow analysis and reporting; tax and insurance analysis; charitable and estate gift planning; and other family office services. The Firm will coordinate with a client’s attorneys, insurance service providers, philanthropic advisors, tax accountants, and other service providers. Certain services, such as private foundation administration, residential construction management, private aviation management, and bill payment and financial statement preparation, may be conducted by third parties contracted directly by the client or by Seven Post. Seven Post or affiliated entities also occasionally serve as a trustee, executor, or manager for clients and affiliated personal or business entities. Serving in these roles may result in a potential conflict of interest, as described in Item 10, below. Philanthropic Advice and Socially Responsible Investing Experienced professionals lead Seven Post’s socially responsible investment strategies, philanthropy, and nonprofit entity administration either directly or through a wholly-owned affiliate of Seven Post. Seven Post takes a customized approach to help clients align their investments with their values to achieve impact through a range of socially responsible investing (SRI), environmental, social and governance (ESG) investing, and strategic philanthropy options. In most cases, Seven Post utilizes third-party sources for its ESG security selection criteria. SRI and ESG security selections vary widely and may increase or decrease risks and performance in investment portfolios. Capital Markets Advisory & Project-Based Services Seven Post also provides capital markets advisory services where we seek to provide clients with an unbiased assessment of the services of global financial institutions. Based upon the experience and expertise of our senior professionals, Seven Post can create an analytical and competitive framework for reviewing these services and transactions. Prior assignments have included structural review of hedging and financing transactions and engagement of commercial and investment banking firms. Seven Post’s advice is further enhanced by a wide variety of sources for market analysis, investment research and macro-economic reports. At clients’ request, Seven Post’s principals and affiliates may provide administrative and/or project management services to clients or their affiliated entities in connection with particular investment or business undertakings, such as private real estate investments, financing alternatives, or analyzing joint venture agreements. Such services are in addition to the investment advisory services Seven Post provides to those clients.