Private Wealth

Preserving and building wealth for future generations

Private wealth clients require a partner who understands their need to take a long-term view of their wealth.

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:

  • Designing education sessions for stakeholders
  • Creating tax-efficient investment strategies
  • Identifying and sourcing asset managers
  • Incorporating Environmental, Social and Governance (ESG) considerations into the investment strategy
  • Identifying, vetting, and recommending third parties for trustee and administration services

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.

We understand the complex and changing needs of families as they seek to preserve wealth and protect it for generations to come while also carrying out their philanthropic pursuits.

Leandro Festino, Managing Principal / Consultant