Family Chief Investment Officer Services

Studies show that most families worth over $100 million in assets have at least three different investment advisors. Our Family Chief Investment Officer role is to sit on top of these relationships representing the family as an advocate and subject matter expert. 

  • We are our clients’ investment advocates and investment program coordinators.

  • We are independent and objective with no proprietary investment products.

  • We offer holistic advice based on our clients’ entire investment picture among all investments - both public and private.

  • We partner with a family’s existing investment advisors to execute investment strategy.

  • We create clear, consistent, objective, and comprehensive reports that encompass all custodians, managers, and private investments.

  • We evaluate investment recommendations to ensure alignment with our clients’ best interests.

  • We reduce fees through our structure and experience.

  • We coordinate tax reporting between all investment parties and actively seek opportunities to minimize taxes.

Why Abacanto Holding is the Right Choice

A thoughtful and well-planned approach to selecting Abacanto Holding will produce substantial benefits for a family for generations.

  • Abacanto Holding Experience. We have been a pioneer in investment consulting, bringing institutional solutions to high-net-worth families. We do not offer “retail” solutions that you may receive from brokers, financial planners, or multi-family offices whose solutions are riddled with conflicts of interest but rather custom solutions that meet your unique needs and objectives.

  • Independent and Objective. We are different. We are fee-only consultants and do not have any proprietary products. In this way, we can truly build a partnership with our clients with a single focus of improving the performance of your portfolio(s).

  • Forward-Looking Investment Advice. We are proactive and forward-looking in every aspect of our investment-related consulting, striving to increase returns while decreasing risks, costs, and taxes. Our significant experience in the wealthy family and taxable investor marketplace has helped us design leading edge solutions for our clients.

  • Consultant Expertise. We have built a team of talented professionals with expertise in a variety of disciplines that benefit our clients. This team approach is designed to provide depth in consulting experience and expertise, and to ensure continuity of service. In this regard, Abacanto Holding has assembled professionals with a variety of financial disciplines, including Chartered Financial Analysts, Certified Investment Management Analysts, Accredited Investment Fiduciaries, Certified Public Accountants, Chartered Alternative Investment Analyst, and a number of MBA’s. The result of this experience is that we have a staff of professionals that can answer and/or research questions and issues that come up regarding investment policy, implementation, investment due diligence, performance measurement, and monitoring.

  • Customer-Centered. Family relationships generally consist of multiple entities operating within significant constraints with complicated structures. We understand these structures and our research and experience enable us to effectively coordinate and implement a sophisticated strategy for our clients customized to their unique needs.

“nvestment portfolios are so much more than numbers on a page. Portfolios reflect a client’s goals and dreams - for themselves, their families, and the causes that are dear to them. It is an honor to walk alongside our clients and provide them with customized investment counsel that is in their best interest.”

-Richard Hayes, Abacanto Holding Partner