Tailored financial strategies to fit your individual goals, objectives, and risk tolerance. One-on-one collaboration helping you make sense of market fluctuations and improve personal decision-making. A trusted advisor to grow your assets.
ASSET MANAGEMENT SERVICES
• Core portfolio investment
• Asset management solutions
• Administrative services such as comprehensive quarterly account reports, periodic tax information
We also offer the extensive resources of top global partners whose universe of managers and funds included in their databases are always available to our clients. Moreover, the portfolio construction tools of these firms integrate high-quality research, manager selection and continuing analysis to provide highly-useful, 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 also specializes in Family Office services where we oversee and manage the complex financial lives of families we serve. They may include:
- Daily accounting and household management
- Document management
- Trust administration
- Family education investment
STRATEGIC ADVISORY SERVICES
In addition to Family Office, we offer a range of advisory services that can address specific needs of our clients and helps round out a total, one- source wealth management package. Here are some examples.
- Individuals: Tax & Estate Planning
- Business owners: Sale, M&A, Stock sale/liquidity, Capital market options
- Foundations/Non-profits: Advisor review and selection, Multi-manager coordination
Get in touch
Copyright. The Rice Partnership. All Rights Reserved