Welcome Multi-Generational Families and High Net Worth Individuals

Our professional team works very closely with our family clients to develop a personalized and integrated long-term family wealth plan which will provide an understandable road map for future generations. We can help construct a wealth plan, which integrates your financial assets to achieve your personalized family goals. We apply our 3-D Endowment Investment Philosophy™, which combines three tiers of passive, active and illiquid private investment allocations across three broad assets (global equity, global income and alternatives). By combining our Multi-Client Family Office service model with our Endowment Investment Philosophy™ we are able to provide our clients with a cost-effective and flexible portfolio that combines passive and actively managed asset allocations that strive to maximize gains while protecting your assets. Our secured wealth portal and online vault technology digitally organizes all of our client’s financial assets and related important documents, which allows them the freedom to stay digitally connected 24/7/365 to their wealth from anywhere.

I invite you to take the time now to protect your family and your wealth for future generations. Call us at 920-785-6010 to arrange a free wealth consultation to discuss your family’s specific wealth issues and learn how our professional team can provide you with fee-based, objective, fiduciary advice and multi-family office services that will sustain your family’s wealth.

 

Private Trust Management Services

Our firm serves as the independent investment adviser to family legacy trusts. By partnering with independent specialized trust companies that provide professional trust administration and master custody services, we provide a fully integrated outsourced private trust management solution. As the independent investment adviser, we apply our 3-D Endowment Investment Philosophy™, which combines three tiers of passive, active and illiquid private investment allocations across three broad assets (global equity, global income and alternatives). Our goal is to generate the annual income distributions needed to meet your personal needs, maintain the appropriate risk profile and improve on the long-term risk adjusted needs.

I invite you to learn how to better manage your family’s existing legacy trust and increase your annual income distributions. It’s a very easy transition process that starts with all the existing beneficiaries agreeing to move the trust management.

Call 920-785-6010 to arrange your free family legacy trust consultation.

Private Family Foundation Services

Our firm serves as the independent investment adviser to numerous private family foundations and charitable trusts. By partnering with independent outsourced foundation management and philanthropic advisory services, we provide a fully integrated cost-effective outsourced private family foundation solution. As the independent investment adviser, we apply our 3-D Endowment Investment Philosophy™, which combines three tiers of passive, active and illiquid private investment allocations across three broad assets (global equity, global income and alternatives). Our goal is to generate tax advantage charitable contributions and a low-cost donation platform needed to meet your philanthropic needs while maintaining the appropriate risk profile and improving on the long-term risk adjusted needs.

I invite you to learn how to maximize your family’s charitable foundation & philanthropy. Call 920-785-6010 to arrange your free family charitable foundation consultation.


 

Families & Trusts

Why You Should Hire Endowment Wealth Management (4 minutes)

Endowment Wealth Management Introduction (7 minutes)

Seven Reasons
Why Clients Hire EWM

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Meet Our
Professional Team

  • Robert L. Riedl, CPA, CFP®, AWMA®

    Director of Wealth Management

  • Prateek Mehrotra, MBA,CFA,CAIA

    Chief Investment Officer

  • Tim Landolt, MBA

    Director of Institutional Services

  • John D. Weninger, CFP®

    Wealth Advisor

  • Heidi Buhler

    Wealth Administrator

  • Susan Michalewski

    Family Office Services Specialist