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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