High Net Worth
Our high-net-worth/family office division offers highly personalized service that is custom tailored to the diverse and unique aspects of your financial situation. We seek to provide our clients a comprehensive financial strategy and plan, allowing our clients to explore a wide array of customized financial options. Our clients and their families know that their financial decisions can be addressed, evaluated, implemented and monitored under one roof in a comprehensive, disciplined and coordinated manner. Prospective clients should click the "Contact Us" tab.
Argentum High-Net-Worth/Family Office Services:
- Document Review: Review of current documents including financial plan and estate plan
- Investment Policy Statement and Asset Allocation: Creation of Investment Policy Statement and customized asset allocation
- Manager Selection: Interviews and evaluations of institutional investment managers for manager selection
- Portfolio Management: Objective portfolio construction and management
- Alternative Investments: Hedge funds, private equity, mezzanine financing, and other alternative investment strategies
- Taxes: Sophisticated and current income and estate tax minimization strategies
- Concentrated Stock: Concentrated stock strategies providing hedged protection and liquidity
- Stock Options: Stock option financing and tax efficient exercising strategies
- Collateralized Lending Evaluation: Personalized evaluation of collateralized lending opportunities
- Consolidated Reporting: Consolidated performance measurement and reporting
- Outside Deals: Evaluation and due diligence on outside deals
