Integrated wealth management

Growth, preservation, protection and transfer: four key aspects of an integrated approach to wealth management.

We offer premier level discretionary portfolio management. Our expertise in tax matters related to investments allows us to integrate tailored, innovative strategies.
Growth and preservation of your family wealth
Portfolio management services
  • Discretionary portfolio management
  • Sophisticated asset allocation strategies
  • Alternative investments: private equity funds, real estate investment funds and absolute return funds
Tax strategies
  • Tax optimization of investment choices
  • Financial and estate planning enhancements
  • Solutions to minimize and defer taxes
Protection and transfer of your family wealth
The management of your family wealth is not limited to aspects related to investments. As a multi-family office, we are able to assist you in all areas of wealth management:
  • Establishment of trusts
  • Financial and estate planning
  • Insurance solutions
  • Sale and / or transfer of businesses
  • Additional services: business succession planning, intergenerational financial education, philanthropy
We work with your team of professionals and according to your goals. We can supplement, when required, your current team of specialists with the multidisciplinary expertise of Richardson Wealth and our extensive network of renowned professionals.