HighView will design and implement a governance structure to facilitate the stewardship of your wealth, ensuring that your family’s wealth plan stays on track with your goals and within your risk tolerances.
This will involve establishing well-defined roles for a focused team of your family members in collaboration with their trusted professional advisors, in some cases referred to as your Family Stewardship Council.
This group will develop, approve, and formally review your family’s comprehensive Investment Policy Statement (IPS), a governing document for the management and oversight of your investments.
Your IPS will include:
HighView, in conjunction with your governance and oversight team, has a fiduciary responsibility to ensure your portfolio is successful in meeting your unique needs and performs according to your family’s best interests.
We provide the confidence that proper governance structures and processes are in place to effectively manage your wealth – freeing you to enjoy other important areas of your life.
Practical investment planning allows our clients to build sustainable assets that meet their evolving needs.
We are completely open about our portfolio structures, practices, and costs.
We do not have any of our own investment products or receive fees or payments except from clients.
We have a Iegal and ethical duty to put our clients’ interests first.