Advisory Services
Your Capital, Managed Your Way
Guided by Intention, Built for Performance
WHO WE SERVE
Corporations, Institutions, Families, and Individuals.
LONG TERM ALIGNMENT
We design strategies not just for where you are today, but for the life and portfolio you want to live 10, 20, or 30 years from now.
PURPOSEFUL WEALTH
Wealth is not the destination — it’s the fuel. Our goal is to help you use your capital intentionally, so your financial journey delivers both returns and peace of mind.
We help optimize:
Risk-adjusted returns: Maximizing strong performance aligned to your long-term objectives
Anxiety-adjusted returns: Minimizing stress, uncertainty, and reactive decisions that can erode wealth
For family offices and institutions, we extend this purpose to include strategic philanthropic initiatives, multi-generational legacy planning, and alignment with institutional mandates, ensuring capital serves broader organizational goals.
Our Principles
Comprehensive Customization
We apply design thinking to transform your intentions into actionable strategies, tailored to your specific goals, background, interests, and broader financial needs. This applies to complex structures of family offices and institutions, including diverse asset classes and multi-jurisdictional considerations.
Human-first Intelligence
Our model combines deep personal insight and high-touch service. We combine human connection and personalized relationship management with the efficiency of AI and technology to enhance our due diligence, risk management, and reporting for institutional clients.
Strategic Wealth Architecture
We build long-term wealth through integrated services, including estate planning, tax strategies, complex trust structures, cross-border tax planning, philanthropy, and strategic partnerships for global market access.
Boutique Experience and Institutional Depth
With white-glove customization and a multidisciplinary team, we deliver the care of a boutique firm backed by broad expertise in investments, tax, and behavioral finance. With the global expertise of our firm’s leadership, we have the capacity to handle the scale and sophistication required by institutional investors.
Core Service Offering
Global Exposure & Diversification
We provide access to a world of opportunities, enabling clients to diversify their portfolios across international markets. Our expertise includes navigating complex cross-border regulations, understanding diverse global market dynamics, and identifying unique investment opportunities in emerging and frontier markets. We build manager platforms and curate solutions that offer strategic international diversification, aligning with your global investment objectives and risk profile.
US-Specific Strategies & Expertise
Leveraging our deep understanding of the US market, we offer proprietary strategies and specialized expertise tailored to domestic investment landscapes. This includes building out robust manager platforms and developing solutions that capitalize on US-specific growth sectors and market trends. Our focus is on delivering strong performance through meticulous research and active management, ensuring your US-focused investments are aligned with your financial goals.
How We Work Together
1. Discovery and Intention Setting
We begin by understanding you — your life goals, family priorities, values, and aspirations. Through our proprietary discovery process, we uncover not only the priorities you express directly but also the underlying drivers that shape your decisions. This allows us to anchor every financial strategy to what truly matters most to you, both now and in the future.
2. Design and Strategy Development
Together, we co-create a tailored, holistic wealth strategy that reflects both your present needs and long-term aspirations. Through strategic planning across investments, taxes, estate, and more, we aim to design a roadmap that balances performance, resilience, and purpose.
3. Implementation
We bring your strategy to life with flexibility, transparency, and care. Our approach is client-led and custodian-agnostic, ensuring that your wealth is managed in the way that best serves you — without forcing changes to existing structures or relationships.
Keep your existing portfolios — We provide oversight, advice, and alignment with your broader wealth plan, enhancing what already works for you rather than disrupting it.
Explore our proprietary, purpose-driven investment solutions — Available only if they strengthen your strategy and align with your values.
Combine both — Allow us to integrate and manage your full financial picture, ensuring a seamless, intentional, and transparent experience.
We also provide customized tax-loss harvesting and flexible transition management from existing investments, ensuring that clients can optimize outcomes without disruption or unnecessary tax costs. Regardless of where your assets sit, we consolidate reporting into a single, clear view of your wealth — giving you confidence, clarity, and control over your entire financial picture.
4. Ongoing Partnership
This is a long-term relationship built on trust, transparency, and shared purpose. As your life and markets evolve, we aim to remain by your side — adapting strategies, anticipating needs, and ensuring your wealth continues to serve your intentions. Through proactive communication, regular reviews, and an unwavering focus on your long-term goals, we aim to provide you with:
Seamless access to our leadership, research, and investment capabilities, bringing institutional depth directly to your personal financial strategy.
A coordinated approach with the highest standard of care, alignment, and transparency across every advisor, custodian, and service relationship.
Optional impact alignment — For clients who wish, we integrate impact-focused opportunities into portfolios, measuring both financial outcomes and the positive change your capital contributes to. This is never imposed, only incorporated if it resonates with your intentions.
Our team has decades of expertise in navigating global market dynamics and regulatory landscapes for clients in emerging markets. We serve our clients with our robust reporting, transparent communication, and proactive adaptation of strategies to evolving market conditions and institutional requirements.
Family Offices, Institutions, and Corporations
At Intentional Asset Management, we understand that managing significant wealth across generations or within an institutional framework presents unique complexities and opportunities. Our specialized services are designed to address the distinct needs of a family or corporation, particularly those with a global outlook or interests in emerging markets.
Multi-Generational Wealth Planning: Crafting strategies that preserve and grow wealth across generations, incorporating philanthropic goals and legacy planning.
Institutional Mandate Alignment: Developing investment solutions that adhere to specific governance structures, risk parameters, and reporting requirements.
Cross-Border Solutions: Expertise in navigating diverse regulatory environments and optimizing investment structures for international diversification and global investment opportunities.
Advanced Risk Management: Implementing sophisticated risk assessment and mitigation strategies tailored to the scale and complexity of institutional portfolios.
Customized Reporting & Transparency: Providing comprehensive, consolidated reporting that offers clear insights into financial performance and impact outcomes, crucial for stakeholder accountability.
Strategic Partnerships: Leveraging our network to provide access to unique global investment opportunities and specialized expertise.
We are committed to building enduring partnerships with family offices, institutions, and corporations, offering the institutional depth and boutique care required to achieve both financial success and profound, intentional impact.
Reach Out
Wealth is personal, and so is the way we serve our clients. Whether you are exploring a new partnership or simply curious about how we could work for you, we welcome the conversation.
Meet the Team
Our team brings together institutional expertise and boutique care to serve your wealth with intention.
Get to know the professionals who will partner with you!