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.
As your CIO, we provide investment management that takes into account every aspect of your well-being, including:
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:
We do not have interests in any investment management businesses, nor do we receive fees or payments, except from clients.
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.
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.
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.
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.
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.