Private Wealth Management
Investing and preserving assets is a matter of great concern for families of significant wealth. The ability to expand your asset base is instrumental in achieving life goals and providing for the financial security of future generations. At Old Slip Capital, we believe growth of capital can best be achieved through an integrated, diversified, valuation-based and tax-aware approach.
Actively Managed, Objective, Results-Based Investing
The Old Slip Capital Investment Policy Committee seeks to increase the value of client portfolios through strategic and tactical asset class weighting, prudent manager selection and tax-aware portfolio construction techniques. Using proprietary research, an integrated analytical process and our valuation discipline, we strive to choose appropriate opportunities for you. We apply sophisticated performance attribution tools to analyze the risk/return trade-off for asset classes and individual investment opportunities, as well as to appraise the effectiveness of our strategies.
How is Old Slip’s investment advisory approach suited to the specialized needs of wealthy families?
Like every service Old Slip Capital offers, our investment advice begins with you and is oriented to your needs and quality expectations. We take the time to understand your goals and your current investments and then design your investment strategy accordingly. Our total balance sheet approach means your investments are fully integrated with your comprehensive wealth plan. By considering tax, financial and estate planning issues when we make investment and asset placement decisions, we make sure your investment portfolios are designed to fully support your family objectives and overall wealth strategy.
Our comprehensive “Framework of Asset Classes” encompasses 35 separate classes ranging from traditional investments such as domestic equities, global fixed income and emerging markets to securities that may increase diversification and return potential. Examples include single strategy hedge funds, private equity and wealth preservation based structured notes.
Old Slip Capital produces detailed performance and holding reports customized for your individual requirements. If your investment holdings involve multi-generational ownership, complex asset structures or other particularities, Old Slip Capital can aggregate or separate performance and holding reports in specific ways, such as by asset type, account type or family member.
As the steward of your wealth management plan, Old Slip Capital’s Wealth Strategy Services focuses on both the big picture and precise execution. We establish a high level strategic plan, design specific solutions to support that plan and oversee strategy implementation. We incorporate financial, charitable, tax and estate planning considerations into our comprehensive planning approach.
Consultative, Forward-Focused Planning Approach
Working in unison with other Old Slip Capital advisors, we take you through a personalized discovery process to appreciate your family’s history, discern family values and identify specific needs. By taking the time to understand your current circumstances, we are better prepared to recommend appropriate solutions at the right time. With a forward-focused approach, we address the wide spectrum of your legacy – family values, finances, business and philanthropy – and plan ahead for the needs of future generations.
How does Old Slip Capital bring order to wealth planning when there are so many factors to consider? Managing our financial responsibilities sometimes seems so overwhelming.
At its heart, wealth planning is about matching strategies with aspirations, so our starting point is a thorough, thoughtful discovery process. We ask key questions and listen closely to your answers -- not just the words but the emotions behind them. Understanding what you value most provides a foundation for our planning.
Our goal is to ease financial complexity, so our approach seamlessly integrates financial, tax, estate and philanthropic planning. Our Wealth Strategists are experienced, credentialed professionals, with access to a broad array of tools, including wealth transfer, estate planning, tax analysis, financial modeling and philanthropic development. They work closely with your other Old Slip Capital advisors as well as any advisors you designate to create a comprehensive, cohesive wealth management plan.
Old Slip Capital encourages clients to spend time planning their legacy and guides them through this process. We believe legacy thinking brings greater clarity to wealth management because clearly defined vision, mission, and values statements provide direction and a framework for wise decisions. Rather than overwhelming you, decision making becomes simpler when each new opportunity or strategy can be readily tested against your vision, your mission and your values.
With considerable wealth comes the challenge of integrating all of the services and experience needed to sustain it. Let our advice-driven family office management help preserve your family's current lifestyle and continue your legacy.
An integrated approach for complex needs designed for families with complicated wealth management concerns that cross multiple disciplines and generations, our family office services integrate your financial and life management needs.
Personal and customized service
Your dedicated family office advisor gains a deep understanding of your family's goals and values, serving as an active, daily steward of your financial well-being. Supported by an experienced team of professionals with the cross-disciplinary depth to handle your most complex needs, your advisor will create multi-generational strategies that engage all members of your family.
Family Governance & Education
A comprehensive wealth education and communication program can guide your family along the path to preserving your wealth and values. Discover why family governance is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.
Sustaining your wealth through education and communication
The right tools can position your family for long-term success.
Family financial education
Family vision, values, and expectations
Family philanthropic planning
Building a foundation for family unity
Creating a unified vision among diverse family members is critical in continuing the family's total wealth for generations. Through our Family Wealth Sustainability Process, we help families understand pitfalls and best practices; assess unique family preferences, communication, and styles; align family members' expectations; and assemble a comprehensive plan.