The junction of private wealth, quantitative framework and personal advisor
Providing our private wealth clients with an integrated approach of private wealth services, a quantitative investment framework based on decades of academic research in finance and highly personalized advice.
Our approach for private wealth clients integrates their
asset classes, strategy styles and exposure to risk factors
investment analysis including core and satellite strategies optimized for the trade-off between active portfolio management and pre-tax compounded growth
asset location optimization strategies for wealth structuring and wealth transfer purposes (such as gifting and charitable strategies)
tax loss harvesting strategies
income and transfer tax liabilities
spending and liquidity needs
Addressing Clients’ Complex, Wide-Ranging Financial Needs
The Needs of Ultra-High Net Worth Families are Distinctive, Requiring the Utmost Professionalism, Discretion and Focus. services we provide to our private wealth clients include:
Macroeconomic & Monetary Policy Briefings bi-annually based on research by the International Monetary Fund (IMF), including Global Financial Stability Report, World Economic Outlook and Fiscal Monitor
All photography by Jared Chambers