Client Profiles

Tanglewood clients are looking for a true partner in their financial future; someone with not only their wealth, but also their well being in mind. We offer decades of experience and expertise, along with a level of trustworthiness and advisory excellence that stands apart from other firms. Those who seek us out want peace of mind as well as a sense of security. Our clients are often those who have decided it’s time to create more for their lives with their wealth. Many have or are about to experience a major inflection point or event in their lives, such as retirement, selling a business, a liquidity event or an inheritance. More specifically, our clients are those who:

• Require professional management of their well earned wealth; those who have accumulated between $5 and $50 million of investable net worth or will be there soon

• Are looking for long term capital growth and/or sustainable income, while managing risk

• Desire a firm that will understand and adapt to their ever changing needs, and long term requirements

We understand every client is unique and we tailor our work, services and relationship accordingly. While no client fits into any mold, we find many do come from distinctive groups, each with their own special characteristics, needs and goals. As such, we are often called upon by clients with specialized situations:

• Owners of Closely Held Businesses

• Generational Wealth

• Retirement-Ready

• Senior Executives

• Legal, Medical and Financial Professionals

• Long-term “Do-it-Yourselfers” now ready for professional help