A LEGACY
THAT ENDURES
It’s important to build a financial legacy that reflects your unique ambitions.
We’re eager to learn about your goals for the future and will work closely with you and your family to craft a plan that ensures you achieve financial security and everlasting success.
To help secure your family’s legacy for generations to come, we will develop a customized strategy to help:
Continue to grow assets through a multi-faceted investment management process
Optimize your family’s assets through wealth transfer strategies and estate planning to properly secure future generations
Provide opportunities for the next generation through education, funding, and access to centers of influence
Give back through charitable initiatives
We bring together a tailored group of counselors to help execute your overall plan, including:
Attorneys
Accountants
Investment Banks
Investment Managers
Family members
We believe multi-generational wealth needs a multi-generational investment plan.
The larger your net worth, the more complex your financial situation becomes and the more managing it will require.
Of course, you can’t manage what you don’t measure, so we begin by assessing your entire balance sheet and income statement to understand your assets and liabilities. This helps us drive efficiencies and maximize your return on investment, all with a focus on reducing risks. It is not uncommon for you to have unique risks in your company that we can help reduce with a properly structured investment portfolio.
We manage your financials so you can focus on what matters most.
We strive to reduce volatility while compounding returns over the long run.
One of our primary focal points is downside protection.
If your portfolio needs to recover from a significant loss while funding distributions, it is not compounding wealth. Portfolio diversification is typically a manager’s first line of defense in helping mitigate losses; however, this might not be sufficient in times of crisis. Additional hedging strategies may be considered and implemented to accomplish your long-term goals.
We position the portfolio in response to the risk/reward offered in the markets.
We sometimes feel we are sufficiently compensated for the risk and will move to a more aggressive stance in the portfolio. Other times, we must be on the defense to provide liquidity when others need it the most, enabling us to invest in solid assets at depressed prices.
Cash Management
Many people confuse income with liquidity. Cash is fluid and needs to move in and out of your accounts to help fund things like expenses, and new investments, provide a level of assurance and even be opportunistic; however, the method of payment is just as important as the amount of the payment. Incorporating strategies that consider timing, taxes, and opportunity costs are vital to the portfolio management process. We will structure a primary, secondary, and in some cases, a tertiary source to facilitate cash transfers that optimize your cash management and total portfolio return.
Fixed income
Publicly traded fixed-income assets consist of a wide range of securities that traditionally provide a stream of income payments with a set maturity date for your principal repayment. These securities range from high-quality US Treasury Bonds to more complex structured notes. What you own, the collateral behind your principal, the priority of your obligation, the market liquidity, the tax treatment of the payments, and the duration of your fixed-income securities are factors we consider when building a fixed-income portfolio that compliments your composite portfolio.
Private Credit
Private credit has many of the same characteristics as public fixed income; however, liquidity and marketability can be constrained. To compensate for the illiquidity risk, we look for attractive premiums over similar marketable fixed-income securities. We also focus on global managers, utilizing their expertise and network to derive value from event-driven, special situations and distressed opportunities.
Multi-strategy
Our focus on multi-strategy managers seeks to provide additional diversification to the portfolio while also trying to generate alpha opportunities to increase returns while lowering volatility. Managers can be long and short a combination of equities, fixed income, or derivatives to structure a preferred outcome and take advantage of inefficiencies based on their fundamental research.
Equities
We focus on active and passive strategies as a tax-efficient way to generate growth through a diversified portfolio of multi-cap stocks in the domestic, international, and emerging markets. Through publicly traded equities, we can provide growth opportunities to an investment portfolio from a global perspective.
Private Equity
Many companies are staying private for longer. Providing access to companies breaking new boundaries, creating innovative solutions, and disrupting traditional markets is vital to a long-term portfolio strategy. We utilize a combination of private equity managers, sourcing our investment opportunities and investing directly with companies that we feel have the capability, capacity, and experience to grow the value of their company. Private equity has unique and illiquid risks; therefore, sizing the investment allocation from an individual commitment level and an overall portfolio perspective must align with your family’s goals and objectives.
Real Assets
Hard assets help provide another level of diversification, cash-flow streams, and possible asset protection. Depending on your family’s overall goals, we’ll source everything from traditional real estate and commodities to farmland and timber assets through private managers and direct investments.