A planned approach to charitable giving, aligning philanthropic efforts with personal values and societal needs for greater impact.
A long-term investment strategy that sets target allocations for various asset classes and periodically rebalances the portfolio back to those targets.
An Ultra-High-Net-Worth Individual (UHNWI) is a person with investable assets exceeding $30 million, requiring bespoke financial, legal, and lifestyle management services, often through family offices.
Analyzing financial situations from a tax perspective to minimize tax liability and maximize efficiency.
An active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies.
An investment approach that considers environmental, social, and governance factors in addition to financial returns.
Financing provided to startups and small businesses with long-term growth potential by investors in exchange for equity.
A technology-oriented family office that outsources many of its functions.
Strategies aimed at protecting existing wealth from erosion due to taxes, inflation, or market risks.
Designing financial and legal frameworks to manage, protect, and transfer wealth efficiently.
