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    “Shirtsleeves to Shirtsleeves in Three Generations”

    Altamount’s Multi Family Office is geared to offer integrated, interdisciplinary services to ultra-high net worth individuals and families. We aggregate and focus resources to facilitate a common interest in asset protection, cost control, financial education, family philanthropy and a host of other needs.

    Independent advice without conflicts of interest

    With access to multiple firm research, our Multi Family Office is able provide independent financial advice across all asset classes without the constraints and conflict of interest faced by Wealth Managers working in an individual institution.

    Diverse range of professionals integrating their advice

    Staffed by professionals from a range of disciplines and by integrating this expertise with the clients ‘advisor’, the Multi Family Office is able to offer a much broader spectrum of advice yet customise it for each client. This allows for proper asset allocation models to be followed and the amalgamation of the advice ensures that the client’s entire wealth is considered in the decision making process.

    Working with multiple generations

    We will also work on behalf of the entire family providing Trust services and Multi-Generational Planning. This allows for the transfer of wealth to the later generations in the most tax efficient and considered way.

    Cost and efficiency

    For the ultra affluent family, using a Multi Family Office can bring certain benefits that might not be easily achieved through a dedicated single family office. There are cost advantages as well as ability to invest in better systems and pricing power.