Speaker Details

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Robert Rikoon


The Rikoon Group, LLC


In 1987, Robert Rikoon founded Rikoon Investment Advisors, Inc., and in 2007, the firm became The Rikoon Group, LLC, after joining The Edelman Financial Group (formerly Sanders Morris Harris Group). He uses his in-depth knowledge and background in trust and estate administration to assist clients with their family's financial affairs. Responsible for overseeing the firm's investment strategy, Mr. Rikoon is closely involved in the daily operations of The Rikoon Group. He knows each client personally and has developed a team of highly experienced portfolio managers whose number one priority is client service. Prior to founding The Rikoon Group, Mr. Rikoon managed the Trust Department for First Interstate Bank in Roswell, New Mexico and West One Bank in Coeur dAlene, Idaho. His book, Managing Family Trusts: Taking Control of Inherited Wealth (J. Wiley and Sons, 1999), is considered one of the definitive works in the field of trust beneficiary rights. Mr. Rikoon graduated Cum Laude with a BA from Harvard University, and went on to earn an MBA from the University of New Mexico.