Head of Private Wealth Practice
Working with you to understand your investment objectives, risk sensitivities, tax requirements, distribution needs, and generational planning goals, we provide intimate, proactive day-to-day investment and administrative oversight of your assets.
We can be as communicative with your family as you’d like. We’ve met with the next generation to help them understand investing basics or the power of philanthropy. We help wealth owners consider strategies for good governance and stewardship of the family’s wealth. Whatever your circumstances, our investment team can develop a plan that keeps you as informed about your portfolio as you’d prefer.
We are truly committed to independence. Our only source of revenue is from the advice we give you. This allows us to concentrate on finding the best investment ideas around the globe that we truly believe work best for your portfolio. Our investment teams draw from a pool of more than 1,000 global funds that our dedicated research team considers suitable for investing. With more than 200 researchers around the world, we focus not only on tracking the blue-chip managers, but also on uncovering innovative, emerging, niche ideas as well.
Considering a succession plan? C|A Fiduciary Trust LLC provides the experience of working with a trusted advisor combined with the longevity and expertise of an institutional trustee. You’ll benefit from coordinated investment and trust services. The collaboration between your investment team and your trust officer from C|A Fiduciary Trust LLC brings continuity to managing assets for wealth preservation, income needs, generational planning, and trust design.