Let's talk about your investments and the decisions in front of you. In a first conversation, we learn how your holdings are set up and what matters most to you, then recommend the services that could help.
Investments and Risk
We look after your family's investments and weigh the risks before decisions are made.
When much of your wealth sits in a single stock, diversifying can happen a step at a time, often over several years, and we plan each step with you.
The Services in Investments and Risk
The first three services cover your portfolio as a whole, and the rest focus on specific holdings, risks and decisions.
- Asset Management We allocate and oversee your portfolio and choose its managers, reviewing their numbers and how they run their business.
- Customized Portfolio Strategies Your family's own goals, cash needs and time horizon shape your portfolio's design, and we measure progress against those goals.
- Outsourced Chief Investment Officer (OCIO) Major investment decisions stay with your family, while we handle the research beforehand and the follow-through once you decide.
- Risk Management Analysis and Reporting We measure your risks, such as too much riding on the same thing, cash shortfalls or falling markets, and report on them over time.
- Real Estate Asset Management For your private real estate, we oversee its strategy and performance, and represent you on new construction, monitoring timelines, budgets and vendors.
- Rule 144 & Concentrated Stock Strategies SEC Rule 144 governs public sales of restricted or control stock (shares with selling limits), and we help plan those sales, including 10b5-1 trading schedules.
- Portfolio Concentrated Performance Analysis We study the risk and tax impact of a large single holding, including what a sharp fall would mean for your family's spending.
- Diligence Reporting Our written reports set out the findings as you weigh a new or current manager, a deal, or private opportunity.
- Private Investment Review for Alternatives Your private equity, venture capital and hedge fund holdings get a second set of eyes on their fees and how each fits your portfolio.
