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PROFICIO CAPITAL PARTNERS OFFERS THE FOLLOWING SERVICES:
Proactive advice – a function of low client to employee ratio and frequency of meetings
Objective financial advice
Creative solutions to financial issues
Clearinghouse for financial, investment, tax and estate planning ideas
Cross-fertilization of ideas resulting from solving issues for multiple families
Advice from professional team with diverse backgrounds
Coordination of other advisers/wealth managers
Delivery of “best of breed” money managers, custody, insurance, loans, etc.
Negotiated cost savings with other financial providers (e.g. investment management, custody, trading costs)
Integration of client’s estate planning, income taxes, investments, philanthropic goals and family situation
Club Deals – Co-Investing, network, and collaboration with other family offices who share a similar investment thesis.
Select Private Placement access in domestic entrepreneurial businesses