Wealth Management
Comprehensive wealth management and investment advisory services. Preserving and growing wealth through strategic real estate investments.
Portfolio Management
Comprehensive portfolio construction and ongoing management across asset classes.
Risk Management
Advanced risk assessment and mitigation strategies to protect and preserve wealth.
Personalized Service
Dedicated relationship managers providing personalized wealth management solutions.
Wealth Management Services
Investment Advisory
Strategic investment planning and portfolio construction tailored to individual goals and risk tolerance.
- • Asset allocation strategies
- • Risk assessment and profiling
- • Tax-efficient investment planning
- • Retirement planning
Estate Planning
Comprehensive estate planning services to ensure wealth transfer to future generations.
- • Trust structures and foundations
- • Succession planning
- • Tax planning for estates
- • Philanthropic planning
Tax Optimization
Advanced tax planning strategies to minimize tax liabilities and maximize after-tax returns.
- • International tax planning
- • Real estate tax strategies
- • Offshore structuring
- • Tax-efficient withdrawals
Family Office Services
Comprehensive family office services for multi-generational wealth management.
- • Family governance
- • Education and succession
- • Lifestyle management
- • Concierge services
Portfolio Management Approach
Core Investment Strategy
Our core investment strategy focuses on long-term capital preservation and growth through diversified portfolios emphasizing real estate, private equity, and alternative investments.
- • Real estate investment trusts (REITs) and direct property investments
- • Private equity and venture capital opportunities
- • Alternative investments including infrastructure and commodities
- • Traditional fixed income and equity securities
Active Portfolio Management
We actively monitor and rebalance portfolios to optimize risk-adjusted returns, taking advantage of market opportunities while maintaining alignment with client objectives.
- • Regular portfolio reviews and rebalancing
- • Tax-loss harvesting and optimization
- • Dynamic asset allocation based on market conditions
- • Performance attribution and risk analysis
Fee Structure
Management Fees
Annual management fees based on assets under management
Performance Fees
Performance-based fees on realized gains above benchmark
Additional Services
Fees for specialized advisory services
* Performance Disclaimer: Past performance does not guarantee future results. The historical 5-year average return is not indicative of future performance. All investments carry risk of loss of principal. Real estate investments are subject to market volatility and illiquidity. Please consult with qualified financial professionals before making investment decisions.
All fees are negotiable based on account size and complexity. Minimum investment requirements apply.
Our Investment Philosophy
Long-term Focus
Patient, long-term investment approach prioritizing sustainable wealth creation
Risk Management
Comprehensive risk management with diversification across asset classes
Diversification
Balanced portfolios across geographies, sectors, and asset classes
Value Creation
Active management and value enhancement strategies for superior returns
Client Segments
High Net Worth Individuals
Personalized wealth management for individuals with $1M+ investable assets
Family Offices
Multi-generational wealth management and family governance services
Institutional Investors
Sophisticated investment solutions for pension funds and endowments
Performance Track Record
Start Your Wealth Management Journey
Partner with our experienced wealth management team to preserve and grow your wealth through strategic real estate investments.