Our expertise

• We help affluent individuals and high net worth families build, protect, manage, and transfer their wealth.

• Our core offering is to provide full-service portfolio management and tax and estate planning services.

• Chatur Mackie Wealth Partners expertise lies in developing long term, often multi-generational, relationships with our clients and their families to achieve deep understanding of their specific goals and objectives.

• Rahim and Jeffrey each have over 15 years of experience serving high net-worth clients and have followed the markets through many cycles.

Our relationship with you

• We build custom portfolios considering an individual’s or institution’s growth and income needs, time horizon, and include tax and estate considerations in our planning process.

• We think globally to protect and grow wealth, not limiting our investment strategies to local or even domestic currency and markets.

• In our partnership with Richardson Wealth, we benefit from a wealth of resources, from tax and estate experts, market strategists, independent research publications and innovative investment strategies.

• As an independent advisory team, we also reach outside Richardson Wealth to engage top global research analysts and portfolio management firms to stay ahead of investment opportunities and trends.

• Rahim and Jeffrey have built a team that prides itself on providing the highest level of service to every client. We aim to be accessible and work to address every request quickly. Consistent and transparent reporting are a core benefit of our wealth management offering.

Click here to learn more about our Tax and Estate Planning offering.

If you are an accredited investor, you may be interested in our Private Equity services. Click here to find out more details.

If you are interested in learning more about our services and whether we are a fit, please contact us.