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As
a family office dealing with individuals and families that have large amount of
assets in taxable accounts, we are aware of tax implications on investment
decisions.
Traditionally,
portfolio managers tend to manage funds in a non taxable environment and as such
they do not have much experience in a taxable environment.
Portfolios
are too often constructed without any strategy and with total lack of
consideration for the risk tolerance and risk profile of the client or taxation
issues.
Our
process is personalized and targeted to the Client needs. Our
service is client oriented and as such, we will use the expertise of associates
and specialists around the world to find the best solutions if need be.
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Wealth Management...
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