Libretto

Libretto is your control panel for building family office portfolios and streamlining advice delivery to complex private clients. Customized to reflect your investment philosophy and wealth management delivery, Libretto helps you build “completion portfolios” that recognize each family’s private assets, alternatives, entity structures, risks and multi-generational objectives. The result is a personalized financial strategy that unifies investment and wealth management solutions.

• Empower families – clarify the purpose of wealth and help families allocate wealth across personal, family and social objectives.

• Build multi-generational strategies – coordinate solutions within an overarching family mission.

• Operationalize your methodology – customize Libretto to reflect your investment methodology and wealth management delivery.

• Personalize portfolios – create “completion portfolios” that are tailored to each family’s unique situation.

• Manage the full structure – identify gaps and apply solutions such that a family’s private assets, real estate, businesses, alternatives, public investments and other resources all contribute toward achieving the family’s mission and objectives.