Wealth Management Services
Our services can be broadly organized into Wealth Management and Family Office Services. While some clients currently only have need of our Wealth Management services, they also benefit from our depth of resources and our focus on providing comprehensive solutions. We provide a framework to approach financial needs in aggregate rather than in isolation. As a multi-family office, we provide a great depth of services, which allows our clients to stay on top of their entire financial situation, no matter how great the complexity.
Wealth Management Services
Investment Management
- Discovery and goal setting
- Risk Profile based on capacity, willingness, and need
- Multi-Asset/ Multi-Strategy portfolio design
- Continual portfolio adjustments
- Consistent investment- oriented communications
- Quarterly reporting
Support Services Included
- Review of wills and trusts
- Storage of sensitive documents
- Insurance analysis
- Retirement Income Planning
- Retirement Plan Establishment
- Life Stage Planning
- Maintaining a Total Net Worth Statement
Billing based on assets under management
*Cravens and Company Advisors does not provide legal advice. If legal assistance is required, the service of a currently practicing professional should be sought.