High Net Worth

Focused Solutions for High Net Worth Individuals
Ellwood structures investment programs for high net worth individuals (HNWIs) and family offices. We strive to understand the unique needs and circumstances of each client.

Ellwood has a dedicated HNWI practice area focused on industry trends. With this knowledge, we customize investment solutions. All of our high net worth and family office relationships are treated confidentially.

Your own investment office
We typically serve as the investment office for HNWI or family office clients. Each investment solution is individualized. Our recommendations are based on your current needs and circumstances. These personalized solutions focus on:

  • Liquidity
  • Tax efficiency
  • Value-added after-tax returns

All performance reporting is customizable to be basic or comprehensive, as needed.

Close working relationships to know your needs
We build close working relationships with family members and internal staff to understand family dynamics. As the central figure for your investment needs, we facilitate the creation and reporting of any trusts, personal custody accounts, personal foundations, and/or IRAs.

Ellwood also delivers investment education for current and future generations of family members to aid the transition of wealth over time.

Comprehensive service focused on you
Our HNWI practice area is directed to your unique needs. This dedication is shown through:

  • Your dedicated four-person investment team
  • Client-aligned interests
  • Customized investment solutions
  • High-touch communication
  • Tailored reporting

Need general information about our services? Contact us.