By admin on July 7, 2017
Yes!
One of the most essential parts of an outsourced CIO’s role is investment stewardship. That means outsourced CIOs are concerned about the management of your assets beyond just building an investment portfolio. The successful management of family or foundation assets requires the expertise of several trusted advisors working on behalf of the family or foundation as an integrated and focused team.
For affluent families, we collaborate with your professional advisors to take into account tax and estate, and insurance and business succession planning, to name a few of the many moving parts that combine to create a worry-free life for our clients.
For foundations, we collaborate with the Foundation Board/Investment Committee and their financial auditors to create integrated and real sustainable solutions.
This collaboration not only avoids costly oversights, but strengthens an asset management strategy as a whole.
Click here to learn more about how HighView works with your professional advisors.
