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My Process

Matthew Newman works diligently to stay connected with clients globally. Whether meeting in-person, by phone, or via zoom videoconference he strives to serve dynamic and transnational families that have offices, roots and homes all over the world. Matthew understands the essentials and unique aspects of this new era of wealth and investment planning which is defined more by global citizens, and families and businesses that live and operate from their places of work, home, and remotely.


Discovery Process

Investing the time to learn about you and family: your assets and liabilities and the risk exposures, enabling us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy

Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation

Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation

Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy

After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are choose from our expansive investment platform.

Ongoing Assessment

In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.