Our Wealth Management Process

STRATEGY

• Understand family dynamics
• Tax and estate planning needs
• Net worth and cash flow needs analysis
• Discussion of client’s experience, time, horizon, risk tolerance, and return objectives
• Discussion of social impact goals
• Investment policy with strategic and tactical asset allocation

IMPLEMENTATION

• Implementation roadmap
• Investment timetable
• Strategic approach by asset class
• Security and manager selection analysis
• Transparent with overall annual fee
• Tax forecasting
• Portfolio funding, commitments and due diligence
• Liquidity and risk management 

ACCOUNTABILITY

• Portfolio market updates
• Communication of key research and news
• Ongoing review of objectives and strategies
• Strategic and tactical adjustments/rebalancing strategies
• Tracking and reporting
• Monthly performance
• On-demand conference calls and meetings
• Quarterly or semi-annual meetings
• Quarterly tax planning
• K1 reporting
• Proactive communication with accountants and lawyers

Adding Value to Your Portfolio

Choosing the appropriate deployment vehicle involves the consideration of a wide range of options, including time frame, current economic environment, interest rates and conviction on what areas may be under or overvalued.

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Our Wealth Management Process

At the center of our focus is judicious capital market strategy, providing above average return vs risk. We look to provide alpha (benchmark out-performance) by focusing on these key areas:

1. ASSET ALLOCATION

2. FEE SENSITIVITY & NEGOTIATION

3. TAX MANAGEMENT

Ecosystem

Alternative Investments

• BlackRock • Townsend • CIVC • Blackstone (Strategic Partners) • Angelo Gordon • Oak Hill • DE Shaw • Warburg Pincus • AKO • Impala • JC Flowers • Third Point • Welsh, Carson, Anderson & Stowe • Arthur Street • Candlewood • Monarch • Exodus Point

Resources

• Broker-Dealer • Multi-Custodial • Operational • Resources • Performance Reporting

Research Access

• Broker-Dealer • Multi-Custodial • Operational • Resources • Performance Reporting

Client Sophistication

• Private Equity • Engineering • Real Estate • Law • Hedge Funds • Trading • Healthcare

Third Party Managers

• Schafer Cullen • Matthews • AQR • Gotham • Brandes • Harding Loevner

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