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Since its beginning, STW has managed assets for wealthy families with members domiciled in a number of US states and in non-US jurisdictions. Typically, we apply our value approach and manage for after-tax total return. We realize, however, that “beating the benchmark” is sometimes far less important than producing an outcome that is responsive to the particular set of requirements for each client. Our investment in investment technology and our limit on assets managed and number of clients assist us in meeting the challenges of properly managing private wealth.
Investing for private investors is not a one-size-fits-all investment problem. It is certainly not one suited to our offering a product. For discussion of a good solution to investing your family assets, please contact us.
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STW’s Management of US-based Private Wealth: A Brief Overview |
