Comprehensive Customized Wealth and Lifestyle Advisory Solutions
Comprehensive Customized Wealth and Lifestyle Advisory Solutions
SERVICES
Asset Management
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Asset allocation strategies, tactics and analytics
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Traditional Asset Manager selection and ETF analytics
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Direct Investment (Private Equity, Real Estate, Alternatives) analysis and advisory management
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Risk Management and Mitigation
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Unique and Exclusive Network Access
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Collaborative Expertise with a broad network of other Family Offices
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Collaborative co-investment with complementary Family Offices
Advanced Planning
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Estate Planning
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Asset Protection Planning
Support Services
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Administrative – acting as day-to-day CFO
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Data aggregation
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Bill paying
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Tax preparation coordination
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Tax strategies
Lifestyle Services
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Concierge services
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Medical concierge
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Philanthropic advisory
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Property management
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Managing fine art/collectibles
BENEFITS
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Responsive personalized service
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Customized collaborative and comprehensive asset management solutions
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Turnkey process-driven solutions
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Structure Financial Order to simplify complexity in Family Office management
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Proven Systems and Processes
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Extensive financial and Family Office management expertise
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Risk Mitigation
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Access to private investment opportunity and discreet private investment resources
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Family Office Management Savings and Increased Revenue Opportunities
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Broadened Network Resources and Access to private markets
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Peace of mind
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Lifestyle maintenance and protection
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Aligned interest and expertise in direct investments
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Fee tolerance-shared infrastructure costs