FAMILY OFFICE CFO's AND CIO's
Family Office Chief Finance or Investment Officers are experienced investors who protect the interests of the family, but still can be overwhelmed by the due diligence necessary to vet the advisors and products sold by the Wall Street firms they represent.
WealthGuard brings 25 years of experience working at big banks, but do NOT solicit their products. Rather, we support the efforts of the CFO or CIO and help them price, compare, and vet those Wall Street products or advisors - adding a layer of protection for the family's wide-spread interests.
Be it single stock risk management, loans, investment offerings, or helping to find the most senior advisors among thousands of candidates, WealthGuard is an invaluable partner to most any Family Office.
WealthCHECK is an intensive review, audit and analysis of your existing wealth management relationships and accounts, including intensive vetting of your advisor(s), fees, strategy and implementation, asset allocation and product selection. This ensures fees are minimized and account managers and activities are appropriate for your goals and objectives.
WealthMONITOR is ongoing, holistic oversight and monitoring of your wealth manager(s) and accounts they manage as a client advocate to ensure continued implementation of the appropriate selected strategy, asset allocation, implementation, product mix and fee basis.
WealthMATCH is an expert, efficient process to identify an ideal advisor for each client. WealthMATCH focuses on identifying candidates who are best positioned to implement the client's specific goals at appropriate, transparent fees, while also maintaining the appropriate levels of ethical standards and deep knowledge of the investment solutions they offer.
Our Services at a Glance
- Advisor Assessment
- Advisor Search
- Forensic Portfolio Analysis
- Forensic Fee Analysis
- Portfolio Oversight