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Investment Consulting

Investing your organization’s assets

Group of people working
4 min read
Culture: If it's not broken, how can you fix it?

Many successful organizations take an alternative approach to managing culture change. They focus less on what's toxic and dysfunctional and more on leveraging existing strengths and engaging their most valuable resource — their people — to drive change. Here's how.

Steve Gravenkemper Ph.D.
Article December 21, 2017 4 min read
Five steps to a financial wellness plan
Article August 15, 2017 3 min read
Beltway uncertainty and what it means for the economy and investors
Jim Baird Wealth Management
Article May 25, 2017 1 min read
A strategic view to maximize returns
Mark Dixon Wealth Management
Article May 25, 2017 1 min read

Best in class family office operations

Senior couple
5 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales

Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.

Ben Smith Plante Moran REIA
Article March 09, 2018 5 min read
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

Investment Consulting Thought Leadership

  • Tax reform: What are the implications on M&A structuring?
    How will the Tax Cuts and Jobs Act affect private equity investors and sponsors? Available from ACG Global, view the on-demand webinar to hear from our experts on the key provisions and strategies that you need to know about tax reform.
    Michael Monaghan Tim Addison Jeremy Sikkema
    Webinar February 14, 2018 60 minute watch
    Image of the top of the capitol building in Washington D.C.
  • Tax reform: What private equity needs to know now
    The Tax Cut and Jobs Act could alter the mechanics of equity investing and the expected returns from those investments. What are the key provisions that private equity investors and sponsors need to focus on now? Find out at ACG New York.
    Annette Tenerelli-Lemke
    Article December 27, 2017 3 minute read
    Image of two businessmen sitting at a table reviewing information on a laptop.

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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.