Simplifying the complexities of family wealth
Managing prominent wealth requires a dedicated level of service and tailored investment offerings. A focused discipline on integrating investments with sophisticated planing techniques helps us maximize clients' financial legacy.
Our highest priority is to act in the best interest of our clients
While each set of needs may differ we offer consistency through a time-tested approach. Our philosophy is that trust is earned and not given. Our network allows us to connect like parties with common needs and questions.
The ultra high net worth process
We constantly challenge the status quo with the goal of better managing wealth
1.
DISCOVERY SESSION
Outline client goals.
Define risk tolerance.
Asset analysis.
Review key risks.
2.
DEVELOP
FINANCIAL PLAN
Align with estate plan.
Review tax implications.
Determine investment strategies.
3.
INVESTMENT MANAGEMENT
Asset advisory.
Performance evaluation.
Perform due diligence.
Uniquely tailored portfolios.
Holistic approach
Services
INVESTMENT STRATEGY
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Investment policy development
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In-house portfolio management
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Dedicated cash management
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Actively managed bond portfolio
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Core & alternative asset class oversight
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Allocation & rebalancing oversight
LIFESTYLE SERVICES
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Cash flow management and forecasting
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Private travel coordination
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Aircraft / watercraft management
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Real estate strategy review & coordination
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Family education & communication
WEALTH TRANSFER PLANNING
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Estate administration & beneficiary education
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Cost analysis & negotiation of trustee fees
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Agent for trustee compliance & trustee fiduciary services
RISK MANAGEMENT
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P&C insurance assessment
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Life insurance analysis
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Carrier solvency reporting
PHILANTHROPY
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Donor-advised funds & personal giving programs
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Multi-generational objectives
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Foundation & grant administration
TAX STRATEGY
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Tax preparation & filing
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Year-round strategic reviews
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Personal and business compliance