Family Wealth Management
We help families enhance, protect, and sustain generational wealth through guidance, problem solving, sophisticated investments, education, and collaboration with your family and your other professionals. It is our objective to help you achieve your long-term and short-term goals for your family.
Personalized family wealth management begins with conversations about what you need desire and leads to a well-defined strategic wealth optimization plan followed by the development of your personalized portfolio.
Today it is more important than ever to ensure that you are working with a portfolio management firm that brings the knowledge and experience in resource allocation and asset rebalancing. Our team is consistently analyzing the financial markets to take advantage of an ever-changing investment landscape for you.
At The Blakeley Group, our team works closely with you in the following areas of portfolio management:
Creating a diversified portfolio
- Combining assets that do not move in lockstep
- Achieving solid returns at a controlled level of risk
- Thinking globally in search of compelling investment opportunities
- Using private investments, when appropriate, for added diversification and return potential
- Building a balanced portfolio
Managing a portfolio proactively
- Taking advantage of an ever-changing marketplace
- Increasing our asset weighting in areas where fundamentals and return potential appear unusually favorable
- Decreasing your exposure to risk where valuations appear unusually high relative to asset value
Designing a tailored investment plan
- Customizing your plan to meet your long-term goals and to enhance your ability to withstand short-term setback
- Helping you understand the implications of embarking on your plan
Adjusting your allocation to your circumstances as they evolve over time