The needs of the ultra affluent are unique and distinct from the needs of other types of clients. For clients with several million dollars in assets, Howe & Rusling’s investment management services go above and beyond traditional asset allocation, portfolio management, and manager selection.
Many of our ultra wealthy clients enjoy investing in private equity and real estate directly, and may find satisfaction in serving on boards or acting as angels in start-ups. Unlike other managers, we have the experience to help our ultra high net worth clients make direct business investments. We evaluate and screen venture investments, assist on feasibility studies for project finance, and research real estate. We can also assist in negotiating terms for our clients and in helping them make board decisions.