HighView Blog

Part 1: Portfolio Monitoring

By Joe Modica on June 28th, 2022

Once a portfolio is fully implemented, it is extremely important to monitor the portfolio structure to ensure it stays within the guidelines stated within the client’s Investment Policy Statement (IPS). I recently wrote a four-part series about...

Reaching a Successful Transition of Family Wealth

By Mark Barnicutt on May 12th, 2022

Family Wealth Challenges The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking the...

PART 4: How to Implement a Portfolio for an Affluent Family or Foundation

By Joe Modica on April 27th, 2022

This blog will be considered Part 4 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog , Part 2 blog , and Part 3 blog. In Part 1 of this series I compare the design and implementation of a portfolio to building...

The Obstacles in Creating Sustainable Wealth

By Mark Barnicutt on April 7th, 2022

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

PART 3: How to Implement a Portfolio for an Affluent Family or Foundation

By Joe Modica on March 23rd, 2022

This blog will be considered Part 3 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog and Part 2 blog. When assets are transferred in from your previous investment advisor to your account with your new investment...

Planning is a Living Document

By Ian Calvert on March 2nd, 2022

One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this purpose, a comprehensive wealth plan or financial plan is created. The wealth plan can then become one of the most important...

PART 3: A Family Office By Name Isn’t Always A Family Office

By Mark Barnicutt on February 23rd, 2022

This blog will be considered the final of a 3-Part series pertaining to Family Offices. Please view the Part 1 blog & Part 2 blog. The Big Challenge With Traditional Family Offices: As mentioned above, the costs to operate a traditional family...

PART 2: How to Implement a Portfolio for an Affluent Family or Foundation

By Joe Modica on February 11th, 2022

This blog will be considered Part 2 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog Client onboarding sounds as simple as opening some accounts and processing a few transfer forms, right? Well in fact there is...

PART 2: A Family Office By Name Isn’t Always A Family Office

By Mark Barnicutt on February 10th, 2022

This blog will be considered 2 of a 3-Part series pertaining to Family Offices. Please view the Part 1 blog. What Are The Services of a Family Office? Although the range of services provided to families via a family office business can vary widely,...

PART 1: A Family Office By Name Isn’t Always A Family Office

By Mark Barnicutt on February 4th, 2022

This blog will be considered 1 of a 3-Part series pertaining to Family Offices.  Background: The term, ‘Family Office’, has become increasingly used within the wealth management industry in recent years.  Unfortunately, there are many...

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