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Investment Consulting

Investing your organization’s assets

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A strategic view to maximize returns
Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
Mark Dixon Wealth Management
Article May 25, 2017 1 min read
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read
May 2017 market perspectives
Jim Baird Wealth Management
Article May 11, 2017 5 min read
Q1 2017 economic perspectives
Jim Baird Wealth Management
Article April 12, 2017 1 min read

Best in class family office operations

The future of the estate tax: What can you do to plan now?
Alicia Cole Wealth Management
Article April 17, 2017 2 min read
Don't neglect tech: Cybersecurity is key to due diligence
Raj Patel
Article April 12, 2017 3 min read
Protecting trust assets from creditors
Drew Hayes Wealth Management
Article January 17, 2017 4 min read

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Through our affiliate, Plante Moran Financial Advisors*, our Family Office Services Group, provides independent, objective investment advisory services. We provide acting as a traditional investment advisory services or as act a discretionary outsourced chief investment officer.

We have no banking, investment management or financial products to sell, which allows us to be completely objective and transparent, ensuring our team provides conflict-free, client-first solutions for long-term wealth preservation and growth.

Utilizing a robust in-house investment research team, our experienced advisors build programs that help protect assets, minimize risk, understand changing regulations, ensure compliance and support your family office. We manage portfolios to optimize performance within guidelines you set including investment strategy, portfolio construction, risk management, and manager hiring, firing and rebalancing. Back-office teams manage investment operations of the portfolio, reducing the client’s administrative burden.

* Plante Moran Financial Advisors is ranked on the list of “Top 100 Independent Financial Advisors of 2016” - Barron’s, August 2016. We are also ranked #15 on annual list of registered investment advisors – Financial Advisor magazine, July 2016.

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Our Team

Each family office client has a single lead relationship partner who creates a customized approach and experienced team to meet your needs. We start the process for designing the client experience by listening and helping you identify your office’s challenges and goals. Organized around industry and technical expertise, there are over 120 professionals who work within our family office industry group. Our purpose is to support you in an effort to protect, preserve and enhance their wealth.