As your personal CFO, we strive to understand your individual financial situation inside and out. Tell us all about your needs, goals, and investing experience. We’ll work with you to create a written plan that informs your personalized investment and estate planning strategies.
Our goal is to help you carefully evaluate your most important needs, understand your risk tolerance, and formulate written objectives oriented toward meeting those needs. We explore your goals, measure your ability to handle risk, and determine current and future resources available for the management of your assets and investments.
We make wise investments on your behalf. We build diversified portfolios based upon your individual financial plans, and like the largest Pension and Endowments in the world, we incorporate more than just traditional asset classes such as stock and bonds into the portfolios.
By using Hedge, Private Equity, and Private Real Estate solutions, we are able to help enhance returns while reducing overall risk and correlation among investments. We strive to reduce volatility to help you focus on long-term objectives, rather than stress about the day-to-day movements of the markets.
Plan for tomorrow. Preserve your current lifestyle. And celebrate your pursuits. From tax reporting to investor education and insurance needs, we offer family office services that help enhance your personalized wealth management experience.
We’ll successfully manage financial transitions together. We will work with you and your family to foster alignment and develop an understanding of your long-term financial goals. Then we will build balanced, diversified plans that help position you to endure market volatility without compromising your needs. Or your dreams.
Our areas of focus include:
Current income needs & projected cash flow requirements
Charitable giving strategies
Family legacy planning
Life & estate planning insurance coverage
Disability & long-term care insurance coverage
Business succession planning
Titling of assets, including qualified retirement accounts & trusts
Tax planning strategies
Plan coordination with your advisors (CPA, Attorney, Trustees)