We believe that the process of managing your financial affairs has become overly complicated. Everyone has a hidden agenda and, maybe not so hidden conflicts of interests. You may be surrounded by high paid experts, but what you need is expertise. Our clients have chosen Wealthaven to be their unbiased advisor; we have only our client’s interests at heart.
We created our firm because, after decades working for leading investment firms and advising some of the wealthiest families in the world, we were frustrated. Even families of unlimited resources were unable to obtain truly conflict-free advice. Our goal was to provide a comprehensive offering to help these families unlock the true nature of their wealth.
As each family’s needs differ, so do the services provided by Wealthaven. For some families, we act purely as a consultant, facilitating a discussion or bringing best practices to fruition within a family enterprise. For other families, we help to implement these recommendations. We have been retained to set up private trust companies, implement buy-sell agreements, develop a family office. For several families, we have been retained as a broad project manager for the sale or transition of a business – bridging the investments, estate and tax planning and governance needs of the family enterprise.
We also believe that implementation needs to support the high-level strategic planning and the “boots on the ground” level. To that end, we operate outsourced, full service family offices on an interim or permanent basis for selected clients.