The Family Office Advantage

The rich get richer, but it’s not because of what they invest in. It’s because of how they invest, and who they hire to direct their strategy.

The wealthiest American families, the billionaire class, can have anything they want, and overwhelmingly they opt for the family office model. And that choice has worked out beautifully for them; in the first 20 months of the pandemic, they got 30% richer while virtually every other wealth cohort got poorer.

The family office model itself is the explanation for this growing wealth gap. It’s a model based entirely on the satisfaction of its clients. In this webinar, we will describe the six different ways family offices advantage their client families. The good news for the clients of our firm is that these advantages can be available for them, as well, through our Family Office Services.

Request a Taxes First, Then Math Analysis

Taxes can take 50% or more of your gains, but often don’t get the attention they should. The right investment program starts with tax considerations. Wise investors also carefully consider all the costs of managing their money, and they use diversification to solve for a wide range of risks that go far outside the ones in their portfolio.

On top of all that, many investors simply do not know what their maximum downside loss exposure is. Do you? Can you say just how risky your portfolio really is?

It costs nothing to find out if your portfolio is right for you. Get your Taxes First, Then Math Analysis with no obligation. After all, a quality second opinion never hurt anyone.

Use the form below to submit your investment statements securely and request your Taxes First, Then Math Analysis