The Aletheia Group assists in addressing the many challenges that families and fiduciaries face when tasked with the stewardship of building out a virtual family office. A Virtual Family Office (“VFO”) consists of a team of professionals who rather than operate in silos, collaborate together to create a seamless and holistic wealth management experience, facilitated through well-defined governance, structure and process. The Aletheia Group has spent several years at the advisory table working closely with our clients’ most trusted advisors helping build out these virtual teams. “Virtual” in this context refers to the fact that these advisory roles are coordinated across several firms by dedicated professionals.
Our pre and post liquidity planning services presents a detailed look at existing and future cash flow needs, estate consequences, strategies to help reduce the effective tax rate of transactions, generational planning and education, and charitable intents.
Our pre and post liquidity planning services presents a detailed look at existing and future cash flow needs, estate consequences, strategies to help reduce the effective tax rate of transactions, generational planning and education, and charitable intents.
We believe that preserving what a family has amassed is the primary concern. We only recommend experienced investment managers with a strict adherence to risk management and proven track records of superior risk adjusted returns. We also regularly assess the risks that may impact the sustainability of the goals and desired financial outcomes of the family.
We believe that preserving what a family has amassed is the primary concern. We only recommend experienced investment managers with a strict adherence to risk management and proven track records of superior risk adjusted returns. We also regularly assess the risks that may impact the sustainability of the goals and desired financial outcomes of the family.
Financial success today requires complex problem solving to manage the risks that can be directly seen, and those that cannot. We regularly evaluate and develop strategies for specific risk areas including:
Financial success today requires complex problem solving to manage the risks that can be directly seen, and those that cannot. We regularly evaluate and develop strategies for specific risk areas including:
Tax and estate planning strategies are critical elements of the work we do with clients. While we do not offer legal or tax advice, we work side-by-side with our clients and their CPAs and estate planning attorneys, as well as other advisors, to help ensure that the legacy today and for generations is being preserved.
Tax and estate planning strategies are critical elements of the work we do with clients. While we do not offer legal or tax advice, we work side-by-side with our clients and their CPAs and estate planning attorneys, as well as other advisors, to help ensure that the legacy today and for generations is being preserved.
We believe in helping families plan and execute their vision for future generations and charitable intentions. Generational planning includes education, family meetings, and strategies for the long-term management of the intentions of the estate.
We believe in helping families plan and execute their vision for future generations and charitable intentions. Generational planning includes education, family meetings, and strategies for the long-term management of the intentions of the estate.
We continuously monitor the performance of each portfolio to help ensure expected results. We revisit the key planning assumptions throughout each year in order to identify opportunities to maintain the probability of achieving the plan goals. We then communicate with each family and their other advisors (with the client’s permission) along the way so everyone is informed as to the status of the accounts and recommendations.
We continuously monitor the performance of each portfolio to help ensure expected results. We revisit the key planning assumptions throughout each year in order to identify opportunities to maintain the probability of achieving the plan goals. We then communicate with each family and their other advisors (with the client’s permission) along the way so everyone is informed as to the status of the accounts and recommendations.
