Private Wealth Counsel

service page thumb

Partfield Private Wealth Counsel is a well-established service for high-net-worth clients seeking a deeply personalized wealth management platform. A minimum of $1,000,000 of investable assets across qualified accounts is required.

Partfield Private Wealth Counsel offers dedicated services for an advisor to meet the unique needs of clients. For the investor, Partfield Private Wealth Counsel offers

  • Consolidated household portfolio construction, risk assessment, rebalancing, and investment review
  • One-on-one tax and estate planning
  • Philanthropic planning
  • Account supervision, oversight, and management
  • Specialized reporting
  • Comprehensive and convenient tax reporting

Additional advisor benefits

  • Administrative support with a dedicated Account Manager
  • Fully customized portfolio monitoring and rebalancing
  • Clear and comprehensive reporting that can be consolidated at the household level
  • A household-level investment review with investment policy tax-efficiently implemented for a client’s entire household

Access to our professionals for support

As part of the Partfield Private Wealth Counsel, advisors can benefit from specialized, dedicated support from our various professionals.

Customized Portfolio Construction & Oversight

Work with an experienced investment professional specializing in private investment portfolio construction, gaining access to portfolio modeling and investment oversight through Partfield Portfolio Architecture Service.

Tax and Estate Planning

Partfield Investments employs an experienced team of tax and estate experts to provide online thought leadership, solutions to difficult tax challenges, and personalized Tax and Estate Summary Reports for Partfield Private Wealth Counsel clients.

Philanthropic Planning

Guided by Partfield Investments’ philanthropy experts, Partfield Investments Charitable Giving Fund is a unique and highly effective means for investors in Partfield Private Wealth Program to meet their long-term philanthropic goals.

Practice Management

Take advantage of online practice management guidance, video-based tutorials, and, where qualified, one-on-one business coaching with our practice management lead.

Partfield Portfolio Architecture Service (PAS)

Partfield Portfolio Architecture Service takes a rigorous, institutional-style approach to investment management, with capital preservation as the starting point. Collaborate with an experienced Partfield investment professional to structure a custom portfolio.

Partfield Open Architecture Service (OAS)

Build and manage custom client portfolios with as little or as much support from our wealth management professionals. Select from a fully diversified investment platform upon which to construct your portfolios.

Portfolio Construction

Partfield Private Wealth Counsel is suited to two ways of managing your business.