Members of our team have significant experience working with large, complex family offices and institutional investors as well as private wealth clients.
Family Office and Institutional
Family Offices are extremely heterogeneous by nature, no two are alike. However, there are commonalities such as the desire to preserve and grow a legacy, a focus on tax-efficient generational wealth transfer, inclusion of multiple legal entities, and managing a complex administrative operating environment. Each has it's own unique challenges and opportunities and we work shoulder-to-shoulder with the families and their staffs in pursuit of their unique goals. We don't merely claim that we serve family offices, we do so every day. Institutional investors typically have investment portfolios that are designated for a specific purpose such as cash management for a corporation, perpetual funding of an endowment, or a combination of those goals for a private grant-making foundation. Many institutional investors have uniquely designated portfolios for different underlying legal entities. We work with them to understand the purpose, offer ideas to enhance performance, and work to ensure that each portfolio succeeds in its purpose.
Private Wealth
Private wealth investors require the same level of service as do institutional investors.
Because private wealth can include taxable and tax deferred accounts with different time horizons and risk tolerances, multiple legal entities, and changing circumstances based on life events; Westward Investment Advisory approaches each private wealth client with the same care and attention to detail that we use when working with a large portfolios.
We work with private wealth investors to understand their entire financial picture. We take a consulting approach to looking for opportunities to optimize your financial plan, service provider arrangements, and ultimate outcomes. Of equal importance is the care we take in evaluating the risks inherent in your financial plan and service provider arrangements. We will help you identify, understand, and mitigate unnecessary risks while managing those that are inherent in your personalized strategy.