What Clients Want & Need
Advice
Truly unbiased planning and
guidance from a trusted advisor
We advise our clients through teams of advisors flanked by deep subject matter experts. Our advisors have decades of experience providing financial advice, solving problems and creating positive outcomes for individuals and families of significant wealth. They are independent and held to a fiduciary standard free from any competing interests. This allows them to offer advice that is separate from where products are sourced and assets are held and allows them to focus solely on their client’s goals and best interests.
Access
An expansive range of planning, investment,
banking and lending solutions
We offer an expansive range of open-source investment and planning solutions well beyond the choices typically provided by a large bank or brokerage firm. Our selections are based on quality rather than brand affiliation and our clients benefit from institutional pricing and cost transparency. We are not a bank, but we shop, find, compare, negotiate, and facilitate banking and lending solutions for our clients.
Safekeeping
Proper custody and protection of
your personal and business assets
We utilize global-scale custodians. Each one is required to meet stringent regulations regarding the safety of customer assets, and they must keep accurate records of assets, maintain securities in a controlled location, and meet net capital requirements.
Technology
Cutting-edge solutions providing
24/7 access to your financial world
We believe cutting edge technology is critical and we offer access to scaled technology solutions that are typically restricted to advisors on larger platforms. This provides operational efficiency and an optimal client experience. Our robust, state-of-the-art platform provides tools for reporting, aggregation, analytics, planning, and collaboration – all with 24/7 accessibility.
Our Capabilities
Individuals and Families
- Comprehensive Wealth Planning
- Investment Management
- Wealth Education
- Retirement & Cash Flow Planning
- Credit & Lending Solutions
- Charitable Giving Strategies & Philanthropy
- Private Capital & Direct Investments
- Financial & Performance Reporting
Entrepreneurs & Executives
- Concentrated Stock Strategies
- Credit & Liquidity Solutions
- Pre-Transaction Planning
- Corporate Retirement Plans
- Business Succession Planning
- Business Sales, Mergers & Acquisitions
- Qualified & Non-Qualified Compensation
- Private & Founder Stock Planning
Specialized Planning Services for Professional Athletes
State-of-the-Art
Aggregation, Performance Reporting, & Analytics…
Reports Include:
- Performance against custom and blended benchmarks
- Fixed income yield and rating analysis
- Monthly projected dividend and interest income
- Relationship, account, asset, and class level allocation
- Allocation vs. Target Drift
- Aggregated balance sheet & net worth reporting
…At Your Desk or on the Go
Accessible at Your Convenience
- Benefit from access to best-in-class technology solutions
- Interface with a user-friendly client portal
- Access a secure vault for sharing and receiving documents with your advisor
- Connect external bank and investment accounts for consolidated reporting
- Sign in anywhere via the PUREfi app or online portal
- View your net worth with asset and liability consolidation