At HighView Financial Group, we can design,
implement & manage wealth solutions for your
family, which incorporate comprehensive and
objective asset management solutions, integrated
with a goals-based approach to portfolio
construction while being stewarded with a
fiduciary mindset. As a result, we can
effectively act as your family's outsourced
“Chief Investment Officer or CIO.
Stewardship:
HighView can work with your family to design
and implement a robust fiduciary based governance
structure for the stewardship of the family
wealth that adheres to your unique values and
goals. Most families have established
relationships with various professional
practitioners, such as lawyers, accountants and
consultants, who provide technical expertise in
specific functional areas of wealth management
such as legal, accounting, risk management and
tax. However, the reality is that many of these
solutions, although technically sound, are not
integrated and, therefore have the potential to
be disconnected from your family’s overall
purpose. For this reason, HighView Financial
Group, has developed a service offering, the
family "Stewardship Council™",
which serves to bring together your key
professional advisors, to opine on all aspects
related to the effective oversight of your
wealth.
Goals-Based
Investment
Planning:
At HighView Financial Group, we will make no
attempt to fit your family into pre-packaged
portfolio structures. Rather we will develop a
customized asset management plan that addresses:
Family values
Purpose of the money
Short, medium and longer term goals and priorities
Income needs
Philanthropic beliefs and goals
Philosophical beliefs around investing
Current family structure
Estate, asset protection and tax structures
Family governance structures
Asset Management:
For families, such as yours, who have amassed
significant wealth, the investment options
available are virtually limitless and can appear
overwhelming: stocks, bonds, funds, pools, hedge
product, private equity, derivatives, income
trusts, real estate and commodities, just to
mention a few. Further, these opportunities are
without borders as global opportunities abound.
To help bring structure to the delivery of this
wide range of investment solutions, we will
guide you through a disciplined and interactive
decision making process to develop a prudent
asset
management
strategy
tailored exclusively to
meet your goals and discerning needs. HighView
Financial Group will then provide you with
integrated & focused
multiple-manager investment portfolios,
using both traditional and, where appropriate,
alternatives
strategies[1].
You will benefit from the comfort of knowing the
advice we provide is completely objective.
HighView does not manage any investments and
earns no fees from any of the managers that we
recommend.
[1]
Alternative
strategies
provided in
partnership with
Fortune Asset
Management
of
London, England.
