Financial strategies tailored to fit individual goals and risk tolerance. One-on-one
collaboration to grow assets. Creative solutions to fulfill legacies.
ASSET MANAGEMENT SERVICES
• Core portfolio investment
• Asset management solutions
• Administrative services such as comprehensive quarterly account reports, periodic tax information
We also utilize the extensive resources of top global partners such as Charles Schwab, whose universe of managers and funds, as well as portfolio construction tools integrate high-quality research, manager selection and continuing analysis, enabling us to provide clients with highly-customized investment strategies.
FAMILY OFFICE AND SPECIALIZED SERVICES
Unlike traditional wealth management firms such as banks, brokerages and trust companies that concentrate only on investments, The Rice Partnership offers Family Office services where we oversee and manage the complex financial lives of families we serve. They may include:
- Daily accounting and document management
- Household and trust administration services
- Family education
STRATEGIC ADVISORY SERVICES
In addition to Family Office, we offer a range of advisory services that can address specific needs of our clients. This includes creative solutions for charitable transfers, as well as
sustaining legacies over generations. Here are some examples.
- Individuals: Tax & Estate Planning, Multi-generational transfers
- Business owners: Sale, M&A, Stock sale/liquidity, Capital market options
- Foundations/Non-profits: Advisor review and selection, Multi-manager coordination
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