The Family CIO

As a family with wealth, you may benefit from an objective and experienced investment voice of reason dedicated to helping you maintain your lifestyle, ensure you have funds available for retirement, and potentially preserve a portion of your wealth for future generations.

We Can Help as Your Family’s Outsourced Chief Investment Officer (CIO)

As your CIO, we provide investment management that takes into account every aspect of your well-being, including:

  • Protecting your lifestyle during your working years by taking into account business or career changes that may suddenly affect your income
  • Ensuring you and your family can enjoy your chosen lifestyle during your retirement years
  • Helping you meet evolving or unexpected capital requirements involving funding childrens’ or grandchildrens’ university education, dream holidays, or vacation properties
  • Properly funding the transfer of your wealth to the next generation

Your Stewardship Council Brings Everything Together

An important part of our process is establishing your personal Stewardship Council. This council includes other trusted advisors including lawyers, accountants, insurance advisors and, of course, family members.

You and your family will benefit from:

  • A collaborative decision-making process resulting in a prudent asset management strategy and Council governance structure
  • Regular reviews of your portfolio to ensure that your investment strategy remains aligned to your financial goals
  • Our “open door” approach to receiving your input and updates, as it is important that we stay abreast of any life or business changes that may affect your investment strategy
  • The peace of mind that comes from knowing that HighView is sitting on your side of the table and acts only in your best interests

Benefits of a HighView Family CIO

Objectivity

We do not have interests in any investment management businesses, nor do we receive fees or payments, except from clients.

Accountability

We are fully accountable fiduciaries with a legal duty to protect your assets, and advise you of the inherent opportunities and risks that come with various investment options.

Prudence

We apply long-term strategies that involve planning to ‘hit a series of singles’ rather than ‘hitting it out of the park’. This has proven to be a key driver to our clients’ success.

Keeping Promises

Many clients say they choose to work with us because we are as we appear and we follow through on our promises. We do not cut corners and are open about all fees and transaction costs that result from managing your portfolios. You will not be subjected to hidden fees.

Active Monitoring

We recommend the right types and mix of investments, which is the key factor in asset protection and growth. We are also responsible for recommending investment managers (in each asset class) who make the investment decisions. Our internal investment committee monitors the managers to ensure they remain right for your portfolio and your investment mandate.

Education

HighView and other members of your Stewardship Council will share valuable insights with your various family members to help them understand the wealth management process.

We encourage you to contact us to discuss if an Outsourced CIO is right for your family.


See Beyond

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