Family Office Solutions
All investments in one state-of-the-art portal with a repository for key documents including K-1s, subscription documents, and entity documentation.
The cornerstone of a Colter Lewis client’s investment strategy is a robust financial plan calibrated to support their goals.
Cash is deployed efficiently across your portfolio with necessary liquidity maintained for capital calls and other requirements.
We source and evaluate lending alternatives and work with our banking partners to assure that your portfolio banking and borrowing are coordinated.
Portfolios and investments are optimized for after-tax returns. We work with your tax advisors to implement tax strategies specific to your situation.
We work with your attorneys and tax advisors to implement an optimal entity-structuring strategy in support of your wealth transfer objectives.
Cash Flow and Income
Review and itemize current balance sheet, cash flow, and estate plan. Understand and account for expected future changes in income, expenses, or other relevant variables.
Apply Venn risk and return analytics to current and target investment portfolio to determine the expected range of long-term portfolio performance.
Incorporate balance sheet, cash flow, portfolio, and estate planning elements into a model of long-term expected financial outcomes across a range of scenarios.
Evaluate and implement adjustments to portfolio, cash flow, and estate plan to optimize financial outcomes.
Organization and visibility for all your assets
Risk management integrated with your Addepar data
Secure and easy onboarding, subscriptions, and other documents
All financial, investment, and family documentation organized and available to you in one place