Frequently Asked Questions

What is a Multi-Family Office?

A Multi-Family Office is an organization that helps wealthy families navigate their complex financial lives. Working as the “Chief Financial Officer” for your family, we take a comprehensive view of your needs. We act as an independent “quarterback,” making sure that your team of financial professionals executes a well-designed plan cohesively and effectively.

MFOs are a financially attractive alternative to individual Family Offices, which are dedicated to a single family. The high costs of Single-Family Offices have prompted an increasing number of families to turn to the MFO model, which shares costs among multiple clients.

What’s the case for an independent MFO?

Independent financial advisors have the ability to provide completely objective advice, free from a corporate parent’s pressure to push specific solutions or products. They do not answer to a bank, an investment company or other financial firm.

Our objectivity comes from the fact that we are paid by our clients and our clients alone. We do not receive sales incentive or commissions from outside asset managers or anyone else. As legal fiduciaries, firms like RiverGlades are bound to act in clients’ best interests—not our own—at all times.

How is RiverGlades different from other firms?

RiverGlades is an independent, locally based, and employee owned partner. Our team has experience working for the large investment firms and banks. During this time we realized the disconnect between the level of service these firms claim to provide but fail to deliver. RiverGlades was established to fill this niche. We have identified a need for an investment firm that truly understands the needs and objectives of the wealthy.

Can you create a comprehensive wealth plan for my family?

Yes. It’s the heart of our business. We work with you to thoughtfully articulate a holistic vision of your success. We create a detailed, clear roadmap to get you there. And we serve as your trusted navigator throughout the entire journey.

Will you work with my existing experts?

Our overriding goal is our clients’ success and peace of mind. We welcome the opportunity to work with your trusted attorneys, accountants and other third-party experts in a smooth, cohesive partnership.

Why hire a CFA Charterholder?

CFA charterholders are trained to understand what drives value in all dimensions of your financial life. They have mastered more than just the art and science of securities analysis and asset allocation. They also have expert-level portfolio management skills, including the ability to integrate tax and intergenerational wealth planning.

Why work with a Certified Private Wealth Advisor® professional?

High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background. The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers who work with these clients, focusing on life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Complimentary Review