PROFICIO CAPITAL PARTNERS OFFERS THE FOLLOWING SERVICES:

 

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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

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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)

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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

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