Single Family Offices

Solutions for clients' unique requirements

The size of equity portfolios at the typical family office (or for a wealthy private investor) broadens the range of possible solutions beyond exchange traded funds and index funds. By managing separate accounts with tax-efficient, socially responsible, and customized strategies, we can help you mitigate key challenges. Whether it’s local and state taxes, AMT status, estate planning issues, trust structures, tax-efficient charitable gifting, concentrated positions, portfolio transitions, or other complications, we specialize in handling complex situations.

  • We deploy Active Tax Management, which is designed to generate higher after-tax returns. The results are measurable, predictable, and achievable with significantly lower risk than strategies attempting to boost pre-tax performance. Our goal is simple: strive to make the greatest amount of after-tax dollars available to current and future generations.
  • Our Factor Tilts strategy allows family offices to custom-tailor portfolios around targeted investment perspectives. Examples include portfolios that contain only high-dividend, low-volatility, or high-quality stocks.
  • Families are also increasingly reflecting their moral, social, and ethical values in the composition of their portfolios. In particular, many wish to align their investable portfolio with the missions of their family foundation or preferred charities. It's important to note that younger generations feel passionately about these decisions. Our Socially Responsive Indexing strategy allows a family office to shape its portfolio to reflect these values, without compromising expected returns.

All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Please refer to the "Disclosure" link below for additional information.