Wealth Management
Built for Multi-Decade Horizons
Discretionary portfolio management and planning built around your whole balance sheet, not only the accounts we manage. You receive the integrated model large institutions reserve for their biggest clients, with the senior attention of a boutique.
What We Look At
More Than the Accounts
A plan that only sees one custodian’s statement is not a plan.
Accounts We Manage
Taxable brokerage, retirement accounts, trusts and entity accounts under discretionary management.
Assets Held Elsewhere
We take account of assets we do not custody when we form strategy and allocation recommendations.
Consolidated Annual Reporting
Taxable brokerage, retirement accounts, real estate, trusts and estates, 529 plans, family assets and personally held operating businesses, brought into one annual report.
In-House Management
Managed In House, Invested Alongside You
We manage six asset classes in house, and the firm invests its own capital in each of them alongside our clients.
Public and Private Equities
Corporate and Municipal Bonds
Commercial Real Estate
Private Credit
Natural Resources
Alternatives
Planning
The Plan Behind the Portfolio
A portfolio serves a plan. We build the plan first, then manage the portfolio to it.
Cash Flow Across Decades
Retirement, education, property and philanthropy, modeled against the whole balance sheet rather than one account.
Tax-Aware Structuring
Asset location, loss harvesting and the timing decisions that determine what you keep.
Coordinated Advisors
Estate and entity work designed with your CPA and attorney. We do not prepare returns or draft documents. We make sure the people who do are working from the same picture.
Access
Access Beyond the Fund Shelf
We commit capital as one institution rather than as a collection of individual accounts. That is how clients reach managers and structures that ordinarily require institutional scale, and opportunities that never reach a platform at all.
Tier 1
Proprietary
Off-market opportunities sourced by our investment banking practice, shown to clients alongside the institutional managers we allocate to.
Tier 2
Institutional
Direct commitments to managers and co-investment alongside them, on institutional terms.
Tier 3
Public
What any investor can buy directly: funds and exchange-traded products, priced daily.
Service
The Same Back Office for Everything
Most of our clients do not have a family office and do not need one. They receive one consolidated report, centralized administration and direct access to the people making allocation decisions, whatever the size of the relationship.
For Business Owners
The Same Advisor for You and Your Business
Most owners meet their investment banker and their wealth manager years apart, and lose money in the gap between them. We are both. The decisions made about your company two years before a sale are made by the same firm that will manage the proceeds for the next thirty.
The Problem
The Gap Nobody Warns You About
Selling a company is usually the largest financial event of an owner’s life, and almost always the one they have had the least practice at. You have run your business for decades. You will sell it once.
What makes that hard is not the negotiation. It is that the decisions determining how much you keep get made long before anyone makes an offer: how the company is owned, which entity holds what, how much of your net worth sits in one asset and what happens to the proceeds the day after closing.
What We Report On
Your Largest Holding, Included
For most owners the company is the largest asset on the balance sheet, and the one least likely to appear in a wealth report.
Consolidated Reporting
Personal accounts, retirement plans, family entities, trusts, real estate and the operating business, consolidated into a single annual report rather than six statements that never meet.
An Indicative Valuation, On Demand
An estimate of what the business would be worth in today’s market, available whenever you ask for it. Most owners are working from a number they heard once, years ago, from someone with a reason to say it.
Buyer Diligence Lens, Applied Early
Customer concentration, management depth and margin durability: the same review an acquirer or lender would run, done privately and years before you need it.
Structured Before You Sell
Entity structure, basis and the timing of the sale are set while there is still room to change them.
Before the Sale
Your Partner for Each Stage of Growth
A sale is one option among several, and usually not the first one. The same team that would eventually run a process can help you grow into a better one.
Acquisition Support
Add-on acquisitions sourced, valued, negotiated and diligenced by our investment banking practice.
Growth Equity
Minority capital to fund expansion without giving up control of the board or the strategy.
Debt Financing
Senior, subordinated and structured facilities arranged for growth, refinancing or a partner buyout.
During the Sale
Run by the Same Firm
This is our investment banking practice at work: a buyer list built for your business, senior bankers in the room throughout and no hand-off. The people who understand your tax position and your family’s plans work inside the same firm as the people negotiating your terms.
Tax Planning
Your Largest Tax Year, Planned in Advance
The year a company sells is usually the largest tax year of an owner’s life. The work that changes it happens before the letter of intent, not after.
Tax-Loss Harvesting, Sized to the Gain
A long-short strategy run through the sale year to generate losses that offset the gain.
Centralized Legal and Accounting Coordination
Your CPA, attorney and other advisors coordinated through one point of contact, all working from the same plan.
Multi-Generational Stewardship
From One Asset to Many
After a sale, the work shifts from one concentrated asset to a family balance sheet.
Structure First
Entity and trust architecture and the governance that arrives with liquidity, designed with your attorney and CPA.
Allocation and Planning
Across the six asset classes we manage in house, with access to institutional managers and direct co-investment.
Your Family Office
For many families this is the point at which a family office becomes the right container. We were built as one.
For Families
We Started as One
Robertson was built as a family office in 1976, and it is still the work the firm knows best: the structures, the governance, the administration and the transitions between generations.
Engagement
How We Work With Families
As Your Family Office
We hold the whole picture: allocation, reporting, administration, entity and trust coordination and the day-to-day a family office carries. It suits families who would rather hold one institution accountable than hire and manage a staff.
Alongside Your Family Office
Investment management, private-market access and a second set of eyes for a family that already has a chief investment officer or an executive director. We fill whichever role the office needs.
Family Office Design
How Ownership Is Held Decides the Rest
Before any allocation decision comes the question of who owns what, through which entities and under whose authority.
Strategy
What the office does itself, what it buys in and what it should never build in house.
Structure
Entities, trusts and holding structures designed for tax, control and succession.
Governance
Decision rights, investment policy and who signs what.
Stewardship
Allocated for Generations
A family portfolio is managed for the next generation as much as for this one.
Long-Horizon Allocation
Across the six asset classes we manage in house, built for horizons measured in generations rather than quarters.
Private Market Access
Institutional managers and direct opportunities, on institutional terms.
Liquidity Management
Capital calls, distributions and cash needs sequenced across entities, so nothing is sold at the wrong moment to fund something predictable.
Firm-Level Co-Investment
We hold the same positions we recommend, across the asset classes we allocate to.
Continuity
The Next Generation
The transition between generations is where family wealth is most exposed, so we plan for it years in advance.
Education
Statements, structures and what the money is for, taught before it is inherited rather than after.
Succession
The handover, arranged while it is still a plan rather than an emergency.
Philanthropy
Coordinated with the family’s counsel and foundation administrators, or managed in house if the family prefers.
The Operating Business
When a Company Is Involved
Many family balance sheets still include the company that created them. We advise on it as part of the portfolio, and when a sale or recapitalization is the right answer, our own investment banking practice runs it. The same firm, not a referral.
Contact
One Firm for Your Full Financial Picture
Whether you are planning for your family, growing your wealth or preparing to sell a business, it starts with a conversation.