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Family Office Solutions

An Individualized Family Office Advisory Solution

As a family office service provider, we coordinate your overall financial life.

Asset Aggregation

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.

Financial Planning

Liquidity Management

Cash is deployed efficiently across your portfolio with necessary liquidity maintained for capital calls and other requirements.

Lending Solutions

We source and evaluate lending alternatives and work with our banking partners to assure that your portfolio banking and borrowing are coordinated.

Tax Strategies

Portfolios and investments are optimized for after-tax returns. We work with your tax advisors to implement tax strategies specific to your situation.

Estate and
Entity Structuring

We work with your attorneys and tax advisors to implement an optimal entity-structuring strategy in support of your wealth transfer objectives.

Aggregation and Asset Reporting

Addepar is our state-of-the-art asset aggregation and reporting tool which integrates with our Venn/Two Sigma risk management model. We have enhanced Addepar with custom views and analysis to maximize its value.

Clients have useful standard views, which can be further customized.

  • Financial Assets Dashboard

  • Assets by Legal Entity

  • Assets by Holding Account

Investment Holdings

  • Portfolio Performance

  • Performance vs. Benchmark

  • Cost Basis with Gain/Loss

Performance Data

  • Investment Provisions

  • K-1 Tracker

  • Transaction View

  • Non-Financial Assets

Investment Information

  • Real Estate

  • Real Assets

Real Assets

Cash Flow and Income

  • Projected Income

  • Cash & Cash Equivalents

  • Private Capital Funds

  • Private Capital Cash Flows

Private Assets

Financial Planning Process

Review Current Financial Situation

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.

1

Incorporate Portfolio Risk and Expected Return Data

Apply Venn risk and return analytics to current and target investment portfolio to determine the expected range of long-term portfolio performance.

2

Model Long-Term Financial Outcomes

Incorporate balance sheet, cash flow, portfolio, and estate planning elements into a model of long-term expected financial outcomes across a range of scenarios.

3

Optimize Portfolio Construction and Estate Planning

Evaluate and implement adjustments to portfolio, cash flow, and estate plan to optimize financial outcomes.

4

An Integrated Digital Platform

We are a family office advisory firm that leverages best-in-class technology to streamline processes and provide clear and comprehensive visibility into your assets and performance, accessible 24x7 on a personalized web portal.

Reporting and Aggregation

Organization and visibility for all your assets

Risk Analytics

Risk management integrated with your Addepar data

Digital Documentation

Secure and easy onboarding, subscriptions, and other documents

Digital Vault

All financial, investment, and family documentation organized and available to you in one place

Contact Us

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What We Do

Our Approach

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