Some Family Office Wealth Services offered by Alexson Investment Group:
- Custom Investment Management services Specialists at managing concentrated stock positions
- Investment and retirement planning services *(can provide complex planning with one of our planning partners)
- Access to and investment partners in our direct investment opportunities in early stage technology, products and services.
- Portfolio Accounting and Reporting services
- Back and middle office support services
- Taxes *(can provide best of breed providers, we do not do taxes, but have extensive knowledge)
- Estate planning *(can provide best of breed providers, we do not do planning, but have extensive knowledge)
- Life Insurance *(can provide best of breed providers, we do not do insurance, but have extensive knowledge)
- Best of breed network of service providers to meet the needs of large family offices
- Understand how other large family offices function