Our model is that of a multi-family office with many additional services for closely held business owners, their families, their businesses, and the organizations they support. At Stonehaven Private Wealth Management, we endeavor to deliver the highest standard of care to all our clients, so that our clients can enjoy the rewards of their success; while we work hard to minimize their need for financial concern.
Founder of Stonehaven, Charlise B. Whiteside, has extensive experience with a broad variety of wealth transfer, charitable giving, and management strategies utilizing many different types of trusts and legal entities. We not only focus on investment returns, but we also realize that there are other factors that significantly affect the growth and retention of wealth. Some of these factors are risk management, inter-family dynamics, business strategy, business structure, taxation strategy, multi-generational wealth transfer techniques, time management, financing, acquisitions, budgeting, liquidity management, priority allocations, and unique asset management. We understand the importance coordinating with and becoming part of a team with our clients’ other advisors, so that important issues don’t fall through the cracks.
Stonehaven Private Wealth Management LLC, is dedicated to providing the additional services which are needed to accommodate the specialty assets and lifestyle requirements frequently found within the complex lives of those who have had been very fortunate. This includes closely held businesses services, equine management/land-use, family compound management, fine art and other rare collections services, foundation services, etc. We are happy to entertain special requests for services that you wish to explore.
The company is a fee based investment advisory, financial planning firm and consulting firm. Stonehaven does not receive commissions for our services rendered. Large Qualified Custodians hold our client’s assets to provide them with the comfort of independent safekeeping and reporting. We created our firm to combine the ability to provide customized services, while still enjoying the technological offerings and safety of one of the industry’s most robust RIA custodian and trading platforms.
Stonehaven’s investment strategies are generally developed with a long-term view. We advise clients that they should have a 3-5 year time horizon or longer to participate in the equity markets. We utilize the principles of modern portfolio theory and base our portfolio construction strategies on well-respected principles of diversified portfolio management techniques. Most of our clients have global portfolios using strategic asset allocation with tactical tilts across a broad variety of asset classes.
We will also accept special investment mandates, such as short-term excess corporate cash strategies needed for “war chest”/acquisition liquidity pools, large tax payments, escrows resulting from buyout hold-backs, large equipment replacement reserves, specific strategy investment sleeves of endowment portfolios, etc.
We are happy to discuss your particular situation to see if we could be helpful, 978-430-0150.