Family offices, as well as high net worth individuals and families have partnered with Rocaton for assistance with generational wealth preservation. Services we provide to our private wealth clients include:
- Strategic asset allocation recommendations
- Manager search and recommendations
- Research reports on current managers
- Advice on mandates currently employed or under consideration
- Quarterly performance reporting and analysis
- Ongoing discussions regarding industry trends and potential new investment ideas
In addition to traditional investment consulting services, we partner with our private wealth clients to help address the following questions:
- What is a “safe” asset class today?
- How much inflation do we expect in coming years?
- What assets should a taxable investor hold?
- What fee levels are appropriate?