If your family has substantial wealth (over $5.0 million) you are in a unique situation. You want to sustain and perhaps continue to grow your portfolio but you also want to make the right decisions to sustain wealth for future generations to enjoy, and of course avert any potential for family feuds.
Effective management of this wealth requires a disciplined and integrated approach, distinct from the more traditional institutional solutions. You are likely faced with some of the hard realities and complex challenges.
Making the right decisions means listening to all of your trusted advisors such as lawyers, accountants, financial planners, and of course appropriate family members. At Highview, we act as your family’s outsourced Chief Investment Officer and form a Stewardship Council of your trusted advisors that then can work as a team on an on-going basis. Bringing everyone around the table means that different perspectives and expertise can be leveraged into a game plan that works, and is sustainable.
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