Private Wealth

Private wealth clients represent approximately 6% of our client base, and they are one of the fastest growing segments of our practice.

Both family offices and private investors partner with Clearbrook for assistance in developing highly customized investment programs tailored to their unique needs. We provide our private wealth clients the same level of expertise and thought leadership as we do our institutional clients, and we leverage our substantial resources to act as a partner in overseeing and implementing every facet of their investment plans. Clearbrook has a highly sophisticated investment team with decades of experience in capital preservation, legacy planning, multigenerational investment education, and other requirements specific to private wealth clients. We provide a comprehensive suite of advisory and outsourced solutions that enable private clients to meet their near-term liquidity needs while managing longer-term objectives.

Our solutions address each phase of the investment process, including the review or development of an investment policy statement, asset allocation, portfolio construction, investment manager search and due diligence, consolidated reporting, and periodic rebalancing and cash flow reviews.