Family Asset Management was originally formed in 1992 as a single family office. Attending to a growing demand for our services, the office expanded to a multi-family office in 2004 offering additional families and individuals assistance with managing the complex issues and opportunities they face. Our team is positioned to provide you with a globally competitive and tailored offering of financial services.
Our Philosophy
At Family Asset Management, our philosophy is to gain a thorough understanding of our clients' current and future financial goals, risk tolerance, and the complexity of their financial arrangements. We understand that one client may want to preserve wealth and require a steady income stream while another may opt for additional risk with the objective of increasing wealth over time. Once we know a client’s inclinations and requirements, we develop the appropriate services and associated investment strategy.
Our Investment Strategy
Our investment strategy is driven by a “top-down/bottom-up” methodology. We begin with establishing a macro economic framework for the United States economy as well as other developed and emerging economies, which leads to an appropriate asset mix among stocks, bonds and commodities. Next we review those markets from a fundamental and technical perspective and select specific investments that meet our analytical criteria. Once a client’s portfolio is established, we review it continuously and make adjustments to ensure that the portfolio is correctly positioned within a constantly evolving economic landscape.
Our Advantage
Family Asset Management maintains strategic alliances with leading accounting, banking, insurance and legal professionals needed to assist with estate, financial and risk management planning. When combined with our asset management service, our “multi-family office” concept can accommodate any or all of a client’s financial needs by offering prudent and objective advice, high-touch personal service, select investment products and dynamic wealth planning strategies.
