Families at this level rarely have a portfolio problem. They have a coordination problem: entities, generations, illiquid holdings, and advisors who don't talk to each other. Lauren's work starts there.
Ultra-high-net-worth families
A single view of everything the family owns, reported by household, entity, and strategy, with the investment plan, the estate plan, and the tax picture worked through together with the family's CPA and counsel.
Alternative investments
With Jeff Anderson and the alternatives team: private equity, private credit, hedge funds, and real assets held and reported in the same account as the rest of the portfolio, with capital calls, K-1s, MOIC, and IRR tracked position by position. Available to investors who meet accredited-investor or qualified-purchaser requirements.
Portfolio construction
Sleeve-level UMA/UMH portfolios that blend institutional managers with private markets, stress tested in the Allocator against a wide range of economic scenarios before anything is implemented.
Family office coordination
Trust and estate structures, lending and cash management from custodial and banking partners, insurance coordination, and reporting that the family's other advisors can work from.
Axxcess Wealth Advisor