Family Offices

RHI has had a positive experience advising family office clients. The firm has always been sensitive to the complexities inherent regarding intergenerational wealth management and transfer. RHI works with family office clients to develop long-term investment strategies and allocations designed to support and enhance the lifestyles of future generations.

Services provided to Family Offices:

  • Investment policy design and review
  • Master trustee and custodian analysis
  • Strategic asset allocation
  • Investment manager guideline development
  • Manager search and selection
  • Custodian selection
  • Performance measurement and monitoring
  • Portfolio rebalancing