Delivered With a Personal Touch
RiverGlades Family Offices, LLC, is an SEC Registered Investment Advisor providing bespoke investment management, family wealth consulting and complementary services to:
Affluent Individuals & Private Investors
Families With Generational Wealth
Not-For-Profit Organizations & Charitable Foundations
- Holistic Approach to Financial Counsel
- Investment and Portfolio Management
- Tax and Estate Planning Guidance
- Optimized Portfolio Construction and Implementation
- Budgeting and Cash Flow Monitoring
- Source Private Deals & Niche Investments
- Educational Opportunities for Family & Next-Gen
- Account Level and Overall Portfolio Risk Analysis
- Performance Monitoring and Customized Reporting
- “Salon-Style” Discussions with Peers and Experts
The only question with wealth
is what to do with it.
- John D. Rockefeller
All too often families are forced to elect between forward-thinking investment management and attentive personal service. Founded with this unfortunate trade-off in mind, RiverGlades seeks to work with families that have decided they shouldn’t have to compromise.
Having developed a network of like-minded families and similarly motivated individuals, we enable each to receive the service they expect while leveraging the intellectual capital and collective experiences of the group.