Our consulting services are targeted towards investors with specialized investment advisory needs. We cover 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, Trusts
• Private Loan Structuring
• International Transfer Pricing Analysis
  
• Commercial/Investment Real Estate Modeling
• Data Procurement, Research & Modeling
• Other Non-Custodial Office Services
• Trading & Execution