High-Net-Worth/Ultra-High-Net-Worth
Alternative investments are investments other than stocks, bonds and cash. Alternative investment strategies may deliver significant benefits to an overall investment portfolio. We offer a diverse lineup of alternative investments intended to complement portfolios in any economic environment.
To help our clients, we can provide access to:
- Hedge Funds
- Private Equity
- Private Debt
- Direct Private Placements
- Real Assets
As an Executive, your compensation package probably includes a significant portion of stock options, restricted stock, and other equity-based grants. As a result, this may create a unique investment challenge.
How we help our clients:
- Developing and implementing 10b5-1 trading programs
- Creating long-term selling strategies for your stock options portfolio
- Discussing strategies that can help you better manage your income tax exposure, particularly to the alternative minimum tax(AMT).
- Developing strategies to diversify concentrated stock positions.
Options may be used to increase or reduce exposure to equities and Exchange-Trades Funds(ETFs). Our team manages strategies designed for hedging, income generation, risk reduction, and to gain exposure to a stock or ETF through long equity strategies.
How we help our clients:
- Covered Call writing: Exchange of unlimited potential capital appreciation in return for added cash flow.
- Hedging: Use of protective puts and collars(combination of call writing and hedging) to help mitigate risk.
- Tactical Strategies: selectively adding risk using strategies that add portfolio risk(short put writing and spreads).
Private Placement Variable Annuities (PPVAs) and Private Placement Variable Universal Life Insurance (PPVUL) are insurance solutions that offer high net worth investors a way to participate in hedge funds and other alternative investments without incurring current tax liability each year.
We are dedicated to helping organizations, individuals, and families achieve their strategic charitable goals, from structuring lifetime giving programs to handling the day-to-day operations of a large-scale foundation. We have the resources and capabilities to offer holistic solutions to our clients and help them navigate the administrative and regulatory tasks, leaving giving them more time to focus on their mission.
Our solutions include:
- Donor-advised funds
- Private foundations
- Charitable remainder and lead trusts
Alternative investments are investments other than stocks, bonds and cash. Alternative investment strategies may deliver significant benefits to an overall investment portfolio. We offer a diverse lineup of alternative investments intended to complement portfolios in any economic environment.
To help our clients, we can provide access to:
- Hedge Funds
- Private Equity
- Private Debt
- Direct Private Placements
- Real Assets
As an Executive, your compensation package probably includes a significant portion of stock options, restricted stock, and other equity-based grants. As a result, this may create a unique investment challenge.
How we help our clients:
- Developing and implementing 10b5-1 trading programs
- Creating long-term selling strategies for your stock options portfolio
- Discussing strategies that can help you better manage your income tax exposure, particularly to the alternative minimum tax(AMT).
- Developing strategies to diversify concentrated stock positions.
Options may be used to increase or reduce exposure to equities and Exchange-Trades Funds(ETFs). Our team manages strategies designed for hedging, income generation, risk reduction, and to gain exposure to a stock or ETF through long equity strategies.
How we help our clients:
- Covered Call writing: Exchange of unlimited potential capital appreciation in return for added cash flow.
- Hedging: Use of protective puts and collars(combination of call writing and hedging) to help mitigate risk.
- Tactical Strategies: selectively adding risk using strategies that add portfolio risk(short put writing and spreads).
Private Placement Variable Annuities (PPVAs) and Private Placement Variable Universal Life Insurance (PPVUL) are insurance solutions that offer high net worth investors a way to participate in hedge funds and other alternative investments without incurring current tax liability each year.
We are dedicated to helping organizations, individuals, and families achieve their strategic charitable goals, from structuring lifetime giving programs to handling the day-to-day operations of a large-scale foundation. We have the resources and capabilities to offer holistic solutions to our clients and help them navigate the administrative and regulatory tasks, leaving giving them more time to focus on their mission.
Our solutions include:
- Donor-advised funds
- Private foundations
- Charitable remainder and lead trusts