Our Services

Sitting at the advisory table allows The Aletheia Group to connect the dots for clients and bring peace, clarity, and transparency to the process. The Aletheia Group serves not only generations of affluent families, we also will coordinate with business managers, CPAs, attorneys and trustees who act as fiduciaries for their clients.

For the Aletheia Group, planning starts with a deep appreciation and understanding of the many tangible and intangible factors that can impact the balance sheet of a family’s estate.

Our philosophy of producing consistent growth and absolute returns through ever-changing market conditions guides us to constantly search for world class asset management talent across a wide range of traditional and alternative asset classes.

Our pre and post liquidity planning services presents a detailed look at existing and future cash flow needs, estate consequences, strategies to help reduce the effective tax rate of transactions, generational planning and education, and charitable intents.

We believe that preserving what a family has amassed is the primary concern. We only recommend experienced investment managers with a strict adherence to risk management and proven track records of superior risk adjusted returns. We also regularly assess the risks that may impact the sustainability of the goals and desired financial outcomes of the family.

Financial success today requires complex problem solving to manage the risks that can be directly seen, and those that cannot. We regularly evaluate and develop strategies for specific risk areas including:

• Market Risk
• Health Expense Risk
• Longevity Risk
• Liquidity Risk
• Public Policy Risk
• Tax Risks
• Inflation Risk
• Interest Rate Risk

Tax and estate planning strategies are critical elements of the work we do with clients. While we do not offer legal or tax advice, we work side-by-side with our clients and their CPAs and estate planning attorneys, as well as other advisors, to help ensure that the legacy today and for generations is being preserved.

We believe in helping families plan and execute their vision for future generations and charitable intentions. Generational planning includes education, family meetings, and strategies for the long-term management of the intentions of the estate.

We continuously monitor the performance of each portfolio to help ensure expected results. We revisit the key planning assumptions throughout each year in order to identify opportunities to maintain the probability of achieving the plan goals. We then communicate with each family and their other advisors (with the client’s permission) along the way so everyone is informed as to the status of the accounts and recommendations.

One of the biggest challenges an entertainer or athlete faces during their lifetime, other than reaching the pinnacle of success, is finding an advisory team to help secure their future.