Wealthy Families typically treat investment management, lifestyle, business and estate planing functions as one interrelated plan.

TO INDIVIDUAL HIGH NET WORTH INVESTORS AND FAMILIES

AXXCESS IS A STRATEGIC ADVISOR

Axxcess has in-depth knowledge of family planning objectives, and is well equipped to assess the complexity, investment horizon, and navigate the vast set of investment opportunities, and assist the FHO in making informed decisions about the allocation and preservation of capital.

A disciplined approach:

  • We will begin with the roles, responsibilities  and objectives of the FHO director, family governance, and generational issues, including fiduciary compliance and current structure.

  • We will assist the family office in establishing or reviewing their investment plan and Investment Policy Statement.

  • Expertise – Benefit from our considerable experience and leverage our knowledge, relationships, and infrastructure.

  • Customized portfolios – Provide portfolios customized to meet your unique investment objectives and complement existing investments.

  • We will review and organize current allocations, bank financing/lending arrangements, and risk management.

  • We will review and organize current allocations, bank financing/lending arrangements, and risk management.

  • Visibility – All of your holdings can be accessed in one place, in a secure online portal, daily.

  • Our family office service typically make sense for clients with a minimum investable net worth of 25 million.

Partner with us.

We can help you with several areas of organizational efficiency:

  • Middle Office services
  • Back Office services
  • Work on accounts, as well as business lines, and entire books.

Blend traditional SMA strategies with private equity, private credit, and hedge funds in the same account. We combine internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies.

HOW DOES THE PLATFORM WORK?

  • Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account.

  • Performance reporting at the household, registration, account, security and strategy levels.

  • Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.