We work with you individually and in partnership with your existing advisors and trust experts. It is critical that we maintain the strong relationships that are already in place and foster coordination amongst your financial team.  As your private wealth advisor, we will offer you both unmatched personal attention and a complete range of financial solutions. We put our years of experience to work for you in every area of wealth management:

Organize and educate through Family Meetings

At our client’s request, we will coordinate an annual forum to discuss important family issues, including education on the responsibilities of wealth, family and personal goal setting, and wealth transfers between generations and general family finances.

Navigate you through Legacy Planning

We focus specifically on generational wealth-transfer issues, including maximizing the transfers to one or more generations, business succession strategies, investments, continuity in advisor relationships and distributions.

Explore opportunities for Philanthropic Planning

If necessary, your family will receive guidance in planning and fulfilling charitable and other philanthropic desires. We help to develop a family mission statement, guide your family through the grant-making process and the creation, management and administration of a family foundation. In addition, we can advise families on developing a decision-making process to select worthy charities.

Become your trusted advisor for Investment Planning and Management

Our process includes asset allocation design, development of an investment policy, strategies for various positions, recommendations for investment diversification and risk reduction, real-estate and insurance solutions, use of traditional and non-traditional investments, search and selection of investment managers, performance monitoring, reporting and implementation.

Our principals have extensive fiduciary experience in the management of individual, family, endowment, and retirement portfolios. We strive to help you achieve a high degree of portfolio diversification, asset management and oversight in order to preserve and grow your wealth for your enjoyment and for future generations.

Magnus Capital coordinates all aspects of the wealth management process to ensure that predetermined benchmarks are achieved. We provide greater accountability and consistency over the life of an investment through continuous monitoring of your overall plan.

• Our Wealth Management Process
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