Whether you’re a family office or a private client, we provide the support, expertise, and perspective you need to build a family legacy. Working side by side, we ask the right – and sometimes hard – questions to gain a deep understanding of your objectives and preferences, including your philanthropic goals and income needs. We also work closely with your estate, tax, and legal advisors to help ensure that your asset management strategy aligns with your overall finances as well as your non-investment commitments.
Full-Service Asset Management
For private clients looking for complete asset management, we construct, implement, and oversee all aspects of their portfolio. Risk management guides our strategy and ongoing oversight to help ensure capital preservation.
Case Study – Private Investor with Large Hedge Fund and
Private Equity Portfolio
A private investor selected Regis to replace a retiring advisor who had thoughtfully constructed a portfolio of hedge funds and private equity funds. The investor, however, had suffered significant volatility in 2008 and had been unable to redeem from a number of funds to raise liquidity. Regis met with each manager, reviewed the underlying strategies and portfolios, and benchmarked them against their peers. We then recommended an exit strategy from some of the funds and re-invested the redemption proceeds to construct a diversified, liquid portfolio.