Investing your organization’s assets
Best in class family office operations
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.