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Creating Disciplined Investment Structures For Ultra High Net Worth Families

By Mark Barnicutt on June 8, 2010

For any investor, effectively managing their investments can be a challenge. The world of capital markets has become a very complex place with numerous opportunities as well as potential pitfalls. For those with significant wealth the challenges as well as the opportunities and potential pitfalls are even greater.
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In a July 2008 article by Greg Rodger, Chief Investment Officer of HighView Financial Group, he defines a methodology and framework that will assist in structuring, implementing and monitoring investment portfolios for wealthy families and/or their professional family offices.

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About Mark Barnicutt

As HighView’s President, CEO, and Co-Founder, Mark Barnicutt is knowledgeable in all major functional areas of the family wealth business. He is an expert in wealth management, leading HighView with over 25 years of experience in the industry.
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