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OUR SERVICES
Our clients value our dedication to protecting their wealth, maximizing their impact and ensuring their peace-of-mind.
We offer a portfolio of private wealth and multi-family office services that leverage our deep institutional knowledge and sophisticated global perspective to provide our clients with world-class financial advice, planning, management and security.
Private Wealth Management
We utilize a mixture of traditional and alternative investments across a variety of asset classes to craft institutional-grade portfolios built for you. Our priority is to identify, monitor, and assess best-in-class asset managers to achieve your financial objectives.
Institutional Asset Management
Direct Alternative Investments
Portfolio Management
Separately Managed Accounts
Outsourced CIO
Business Exit Planning
Financial Planning
We take a data-driven, holistic approach to ensuring your wealth and financial plans align with your personal and professional goals.
Advanced Financial Planning
Financial Statement Reporting
Retirement Planning
Cash Flow Analyses
Tax Analysis & Advisory
Balance Sheet Optimization
Trust & Estate Advisory
A collaborative approach that blends strategy, design, and execution. We work closely with you to craft and plan a generational wealth transfer strategy aimed at preserving your wealth, minimizing gift and estate tax liabilities, and securing your legacy.
Wealth Transfer & Legacy Planning
Independent Trust Services
Gift & Estate Advisory
Philanthropic Advisory & Administration
Family Governance
Next Gen Education
We take the lead on managing your family’s financial enterprise. Your dedicated client service team member will manage all of your private banking and consolidated investment and tax reporting needs.
Private Banking
Trust & Estate Advisory
Client Accounting Services (CAS)
Lifestyle & Concierge Services
Consolidated Investment Reporting
Tax Advisory
Institutional Consulting and Benefits
We craft tailored solutions designed to enhance fiduciary oversight, optimize costs, and save valuable time. We act as an extension of your management team, providing strategic consulting for retirement and benefit plans, foundations and endowments.
Retirement Plan Consulting
Foundations
Financial Literacy
Health & Welfare Plans
Executive Benefits
Fiduciary Oversight
Endowments
Corporate Education
Governance
Risk Management
We help you design proactive wealth protection strategies to mitigate risk and safeguard your assets.
Life Insurance
Property & Casualty
Long Term Care & Disability
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A powerful testimonial about Third View's role as a trusted advisor and their exceptional client service.
Client Name, Title
Third View Private Wealth Client
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