global family office
Robertson Investment Management offers a wide range of single and multi-family office services. Our multidisciplinary approach to wealth management helps you and your family understand, build and sustain your wealth.
Families and Family Offices
- Wealth & Income preservation strategies
- Succession planning strategies
- Family governance and rising generation education
- Family office structuring and design
- Legacy planning
- Philanthropy
Founders and entrepreneurs
- Pre- and post-sale liquidity strategies
- Financing opportunities
- Business succession planning
- Business community networking
- Investment Banking advice
- Estate and tax planning considerations
Corporate, hedge fund and private equity executives
- Equity awards management
- Liquidity management
- Risk management
- Life transitions
- Tailored lending
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Family office management
Robertson Wealth Management offers a wide range of single and multi-family office services. Our multidisciplinary approach to wealth management helps you and your family understand, build and sustain your wealth.
- Family Wealth Stewardship
- Family Wealth Education
- Strategic Risk Management
- Investment Consulting
- Closely held business advisory
- Personal Financial Administration
- Estate planning
- Financial planning and modeling
- Asset acquisition
- Debt restructuring