They are stewards of a family legacy looking to protect the family assets, reputation, and philanthropy in perpetuity. These clients need to create tax-efficient portfolios to preserve the corpus and manage generational transfers. They may also need to alter the liquidity profile of the portfolio due to the loss of the original wealth-creation engine.
To help private wealth clients in their stewardship, Meketa offers a customizable service model where we take the time to understand the goals and views of each stakeholder and combine that understanding with academic research. Our work encompasses a variety of services, including:
We are not shy and do not hesitate to discuss biases that have the potential to negatively affect the portfolio. The success of our clients is our greatest priority.