Charlise B. Whiteside, founder of Stonehaven Private Wealth Management, has done work in the pre and post IPO (Initial Public Offering) space and the buyout space since the early 80’s. As a result, she is very familiar with the unique needs of Ultra High Net Worth clients and the complexity of their lives.
Stonehaven takes a holistic approach to wealth management. We have experience and additional resources to help clients of extreme privilege manage their wealth and reduce the complications of their lives.
We spend the time to really understand our clients, their dreams and their fears; we know their families; we know and cooperate with their outside advisors; and we understand what it is to live a very complex life.
We have the ability to manage your wealth and have additional resources and knowledge to help you with your equine (horse) management; yachting; off-shore sailing campaign management; aviation related services; rare art and rare collection services; family compound management; estate, farm management/land-use, and forestry management; etc.
We have experience in both passive and active money management. We adopt a hybrid- open architecture structure which can be tailored to your specific needs using a combination of our own proprietary portfolios, coupled with the use of SMAs (Separately Managed Portfolios constructed by outside specialty managers), structured products, private placements and hedge funds,etc. as we believe it is appropriate to do so.
We are happy to confidentially guide and help you. Call us to discuss your particular situation. 978-430-0150