We sit on the same side of the table as our clients1, and we focus to see the world through their eyes. Our client’s objectives become our objectives, sharpening our focus on the tools needed to reach them.
Our focus when working with families that have created generational wealth through entrepreneurial activities is to protect and compound it over the long term.This starts with understanding a client’s current asset allocation and helping to construct a balanced format that meets the requirements of the family for now and the future.
The Bespoke Way: Wealth Management & Asset Management as one discipline.
In order to deliver truly bespoke solutions that meet our Client’s objectives we must see the full picture and plan accordingly. This means we start by listening to you in order to understand your situation and needs. The conversations continue until we have the understanding required for delivering a fusion of Wealth & Asset Management at the design, implementation and management levels.
We start with ‘how to own’ which is a combination of optimized planning structures and custodial solutions. Then we build active global cross-asset strategies for the ‘what to own’ component, starting with the Client’s existing assets as the main building block. Over time these solutions evolve along with the Client’s objectives and the changing world we inhabit.
- As an adviser registered with the U.S. Securities and Exchange Commission, Bespoke Advisory has a fiduciary duty to its clients and must always serve the best interests of our client and cannot put its own interests ahead of the interests of its client.