Crafting customized investment strategies (or investment thesis) tailored to the client's objectives, risk tolerance, and time horizon.

Offering comprehensive wealth management services tailored to high-net-worth families, including investment management, estate planning, tax planning, and philanthropic giving.

Providing expertise and guidance on alternative investments such as private equity, real estate, hedge funds, crypto and forex to diversify portfolios and enhance returns.

Determining the optimal mix of asset classes (e.g., debt, equity, core+, value-add, opportunistic, alternative investments) to achieve diversification and maximize risk-adjusted returns.

Building and managing investment portfolios aligned with the client's investment strategy, incorporating asset allocation, security selection, and risk management techniques.

Identifying and selecting investment managers, funds, or strategies that align with the client's objectives, conducting thorough due diligence to assess performance, track record, and investment process.

Developing risk management strategies to mitigate portfolio volatility, downside risk, and other potential threats to investment performance.

Regularly monitoring portfolio performance, conducting performance analysis, and providing comprehensive reporting to clients to track progress towards investment goals.

Conducting macroeconomic analysis, market research, and investment research to identify trends, opportunities, and risks affecting investment markets.

Drafting a formal document outlining the client's investment objectives, constraints, risk tolerance, and guidelines to guide investment decision-making.

Providing guidance and solutions to help clients plan for retirement, including retirement savings strategies, and retirement income planning via alternative investments.

Developing tax-efficient investment strategies to minimize tax liabilities and maximize after-tax returns for clients.

Educating clients on investment principles, market dynamics, and financial planning concepts to empower them to make informed decisions and achieve financial literacy.