What is it about?

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to our broader network and resources we have vetted and monitor with care and diligence.

From wealth creation to preservation, our collaborative adviser/client approach ensures our wealth and investment management capabilities meet your specific requirements with the expected due care, diligence and responsibilities demanded from you as our client. From the private client’s perspective, private wealth management is the practice of solving or enhancing his or her financial situation and achieving their short-, medium- and long-term financial goals with the help of a financial adviser. From the private financial adviser’s perspective, private wealth management is the practice of delivering a full range of financial products and services to an affluent clientele as a financial consultant so that the clientele can achieve specific financial goals.

Large banks and large brokerage houses offer various investment products to individuals, although many private individuals lack the time, effort or knowledge to manage their finances successfully. To make up for what may be lacking, private individuals seek the consultation of wealth managers who specialize in managing the finances of private individuals, often high-net-worth individuals (HNWI).

The wealth manager sits down with the private individual and goes over the financial goals that the client would like to attain. Then, the wealth manager puts together an investment strategy to help that person achieve her goals. The wealth manager manages the client’s money and invests in the investment products that make sense for the client.

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