Wealth Management
Disciplined Investment Management
We provide our clients with an understanding of their current financial position, market position, and risk involved within different plans, helping them see the “big picture” and make clearer plans for their future financial success.
Investment Advisory
Comprehensive advice to create a plan with a clear path toward achieving financial goals.
- Investment Policy statement (IPS)
- Asset Allocation Strategy, Review and Rebalancing
- Portfolio Models and target allocations.
Investment Implementation
Once plan has been agreed, we implement it leveraging a wide range of resources and expertise in asset selection and monitoring.
- Manager Search, Selection and Monitoring
- Security Search, Selection and Monitoring
- Coordination of Investment Advisors, Manager, Custodians
- Fee Structure review with Managers and Product Providers
Investment Administration and Reporting
Once investment plan is implemented, continuous monitoring and reporting is provided every step of the process.
- Multi-Custodian Consolidated Reporting (for multiple accounts/portfolios)
- Portfolio Statistics and Characteristics Review
- Sector Diversification Analysis
- Investments – Tracking, cost and Tax Basis
- Notice – Corporate Actions, Redemptions, Capital Calls
- Rating Changes, Swap Opportunities
- Performance Measurement and Review (Money/Time Weighted)
- Cash Flow Management, Projection/Budgeting
Advanced Wealth Planning
Advanced planning is the skillful leveraging of legal, regulatory, and financial expertise to enhance and safeguard an individual's or a family's net worth.
Wealth Transfer / Heritage Planning
Network of trusted allies provide a suite of personalized services to transfer wealth to beneficiaries.
- Estate Planning Trust Strategy
- Trust Administration and Reporting
- Selection/Training of Trustees and Protectors
- Private Investment Company (PIC)
- Will Preparation
Third party services may require a contract/agreement between the client and the provider. Additional fees may apply.
Financial Planning
A well-balanced achievable plan to meet short- and long-term goals.
- Indicative Assessment Family Planning
- CPA Assessment
Third party services may require a contract/agreement between the client and the provider. Additional fees may apply.
Heritage Risk Management
Protection from loss of income and health coverage for individuals and families, with choices from a wide array of underwriters.
- Life Insurance Oversight
- Health Insurance
Investment Risk
Detailed risks assessment associated with investment portfolio and private investments.
- Individual Portfolio & Consolidated Risk Assessments
- Hedging Resources
Family Governance
Variety of tools to help beneficiaries be prepared in administering the family’s wealth when the time comes.
- Family Governance Plan, define the roles, rights and responsibility of family members
- Investment and Beneficiary Education