Services

Investment Policies
  • Asset allocation
  • Manager evaluation
  • Benchmarking
  • Tax-efficiency
Investment Management
  • Discretionary portfolios
  • Re-balancing and tax harvesting
  • Risk and concentration management
  • Forecasting future wealth scenarios
Private Investments
  • Capital calls and distributions
  • J-curve management
  • Special projects
Consolidated Reporting
  • Inclusive of all assets, regardless of custodian
  • Public and private assets
  • Complex trusts and partnerships
  • Time and dollar weighted returns
Liquidity
  • Evaluate and forecast cash flows
  • Cash management/income
  • Alternative investments
  • Budgeting
Lending & Leverage
  • Evaluate cost and return on capital
  • Mortgage assistance
  • Bridge facilities and specialty lending
Governance & Succession
  • Strategy development
  • Family counsel
  • Family meeting
  • Ongoing education
Information Hub
  • Maintain family portal
  • Track data across institutions
Document Archiving
  • Family entities and amendments
  • Tax documents
  • Private partnerships