Expertise / Managing Complex Wealth
We skillfully navigate the complexities of wealth.
Managing wealth can be as complex as managing a corporation.
People with significant wealth face an array of complexities, including business entities, real estate and other assets, charitable accounts, taxable and tax-exempt statuses, cash flow and liquidity concerns, multiple generations of stakeholders, and various estate, legal, and tax advisors.
RHP Wealth addresses the varying needs of our clients in an exceptional manner with a private, multi-family office that pairs unparalleled service with a solid organizational structure. Your family is the “CEO” of the engagement; we serve as your “CFO” (Chief Financial Officer) to manage your entire balance sheet, as well as your “CIO” (Chief Investment Officer) to oversee its preservation and growth.
You’ll gain a dedicated team of experts who truly understand your family’s needs and dynamics. Together, they will provide a coherent strategy, daily administration, and a sense of order.
- Balance Sheet Analysis
- Entity Analysis
- Liquidity Planning
- Liability Mapping
- Generational Planning
- Charitable Giving
- Advisor Coordination
- Risk Management
- Asset Allocation Modeling
- Portfolio Execution
- Pipeline Management
- Manager Due Diligence
- Terms & Structuring
- Performance Monitoring
- Forecasting
- Tax Management
- Risk Management
- Reporting
ACCESS YOUR COMPLETE FINANCIAL PICTURE ANY TIME.
RHP Wealth manages your complete balance sheet within a family office structure, eliminating the need for an army of experts who contribute to specific tasks and produce multiple reports.
RHP Wealth financial reports are straightforward, comprehensive, and customizable to your needs. Your RHP Wealth team will routinely review and update your balance sheet, no matter where your funds are invested, and make it available via a secure portal that is accessible 24/7.
“RHP Wealth sophisticated approach is highlighted by access to top tier funds. I appreciate their differentiated strategy with heavier weighting of private sector and longer term opportunities.”
DAN N., FORMER FORTUNE 500 EXECUTIVE [RHP Wealth Client]
