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?