Consulting Services

Our consulting services are targeted towards investors with specialized investment advisory needs. We cover individual, family and institutional services with a broad range of deliverables, utilizing multiple technology platforms.

Areas of consultation include, but are not limited to:

  • Investment Policy Statements/Mandates
  • Custodian & Brokerage Selection
  • Portfolio Structuring
  • Asset Allocation Strategy
  • Investment Related Tax Strategies
  • Active Manager/Private Placement Due Diligence
  • Fee/Stock Loan/Yield Optimization
  • Family LLCs & FLPs
  • Private Loan Structuring
  • International Transfer Pricing Analysis
  • Commercial/Investment Real Estate Modeling
  • Data Procurement, Research & Modeling
  • Other Non-Custodial Office Services
  • Trading & Execution


ef·fi·cient -

adj.


Producing effectively with a minimum of waste, expense, or unnecessary effort.



Blueleaf




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