Go confidently in the direction of your dreams

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Practical guidance that transcends stocks and bonds

Plan

Good planning starts and ends with you. We help you go wherever you want to go.

Invest

Personalized portfolios of public and private investments. We get you access to the investment strategies institutions invest in, and create a portfolio based on your needs.

Protect

Implement strategies to preserve wealth and plan for your legacy while minimizing portfolio volatility, protecting from creditors, and reducing your tax footprint.

Forget

Have the confidence, peace of mind, and time to focus on whatever is most important to you. Leverage our experience to handle everything else.

Services offered through Alternativ Wealth

Plan

Financial Planning

  • Goals-based financial planning
  • Cash-flow models for various life scenarios

Trust & Estate Planning

  • Generational wealth planning
  • Tax optimization through trust structures
  • Family governance over finances
  • Tax Filings

Charitable Giving

  • Philanthropic interests of clients
  • Tax efficient charitable contributions
  • Donor Advised Funds (DAFs)

Invest

Portfolio Management

  • Managing the portfolio to achieve the desired exposure across asset classes
  • Fully tailorable to your needs (ESG, alternatives etc.)

Alternative Investments

  • Broad exposure opportunities across private and illiquid markets
  • Managing existing investments
  • New investment opportunities

ESG + Impact Investments

  • Facilitating investments with impact in mind

Protect

Insurance

  • Personal risk management for liabilities (auto, home/renter’s, umbrella, life, disability)
  • Life settlements

Tax Planning & Strategy

  • Finding and implementing strategies to minimize tax exposure.
  • 1031s, conservation easements

Asset Protection

  • Creditor protection strategies

Forget

Family Office

  • We take on all aspects of your financial life

Bill Payment

  • Ensuring management and timely outgoing bill payments

Credit Management

  • Manage drawing down on credit facilities (e.g., margin)