Private Wealth Strategies - s3.amazonaws.com · Private Wealth Strategies Fa mi ly Offi ce Private Wealth • Tax Planning • Asset Protection www. Hutchinson FamilyOffice.com

Private WealthStrategies

F a m i l y O f f i c e

Private Wealth • Tax Planning • Asset Protection

www.HutchinsonFamilyOffice.com

A DIFFICULT ENVIRONMENT

We live in an unpredictable and complicated world. Families today grapple with volatility, increasing taxes, and many different kinds of risk. The markets bring incredible highs and bitter lows making it much harder for families to protect and grow their assets. At Hutchinson Family Office, we believe in the power of an active management strategy to reduce the impact of unexpected market movements on the value of your portfolio.

MEETING THE UNIQUE NEEDS OF HIGH NET-WORTH FAMILIES

At Hutchinson Family Office, we understand the unique needs and complex challenges of high net-worth families. With highly specialized expertise and experience, we manage the complex financial affairs of wealthy families, offering customized private wealth management strategies. We have a single-minded devotion to delivering both the expertise and attention that affluent families require to pursue their financial goals.

In today’s investment landscape, the only certainty is that nothing is certain.

PERSONALIZED WEALTH MANAGEMENT FOR A COMPLEX WORLD

CRITICAL WEALTH MANAGEMENT ISSUES

INVESTMENTS

POWER OF ATTORNEY

RISK MANAGEMENTLIABILITIES

RETIREMENT PLANS

STOCK OPTIONSBUSINESS SUCCESSION

GIFTING STRATEGIES

PHILANTHROPYTITLING OF ASSETS

ASSET PROTECTIONLEGACY PLANNING

Every family has unique circumstances and needs that require different strategies. Our private wealth management philosophy emphasizes a sophisticated, risk-managed approach to wealth preservation, income generation and long-term capital appreciation.

Many financial solutions offered today do not meet the unique needs of high net-worth families. We have developed an approach to investing that emphasizes flexibility, customization, and goals-based planning. Based on an understanding of your needs and constraints developed through a series of personal meetings, we’ll create a tailored strategy that takes all of your concerns into account and is integrated with the goals of your family.

DEVELOPING A STRATEGY THAT’S RIGHT FOR YOUR FAMILY...

We believe that the secret to long-term outperformance lies in the ability to protect capital while growing it. In other words, we believe it is more important to manage against losing money than to take on additional risk to reach for extra return.

The careful management of risk is at the core of our investment approach. We serve families whose wealth affords an increased capacity to tolerate risk, yet at the same time, a diminished need to incur it in order to achieve their goals and objectives. Our portfolio construction and implementation process focuses on managing the downside and utilizes many of the concepts and strategies employed by large endowments and institutional investors.

…GUIDED BY THE SECRET TO LONG-TERM OUTPERFORMANCE

Our plans are built on a foundation of durable portfolio structure and sound management. We believe that these elements are complementary and crucial to protecting and growing wealth and producing income.

Each family’s custom strategy is managed in accordance with our guiding philosophy of prudent risk management, strong analytical rigor, a structured methodology, and a total focus on their needs and goals. The foundation of our investment strategy is the portfolio construction process, which relies on three key elements:

…BUILT ON A STRONG FOUNDATION

STRATEGIC DIVERSIFIED ALLOCATION:We view a well-diversified portfolio as a families’ first line of defense. As a result, our portfolios have consistent exposure to a broad array of investment classes. While we acknowledge some of the shortcomings of traditional diversification techniques, we believe that this fundamental risk management technique is critical to thriving in today’s turbulent markets.

TACTICAL MANAGEMENT:Market conditions are always changing and we believe that it is important for portfolios to be able to adjust as well. While we focus on a long-term view of your family’s wealth, we also use tactical asset management to position your resources in light of current opportunities and threats.

SMART SOURCING:We do not invest in fads. Our process identifies high-quality investment opportunities that demonstrate sound fundamentals, experienced management, and solid performance potential. We use a strategy called asset sourcing — knowing which managers, vehicles, and securities offer the optimal exposure to a segment of the market and how they interact with each other. We then build each custom portfolio in the most optimal manner by determining which accounts hold the various investment pieces in order to help maximize tax efficiency.

1

2

3No boilerplate.

Our strategies are bespoke and are based on a profound understanding of your unique situation, your comfort with risk, and your goals.

We limit our portfolio design services to families seeking comprehensive

investment solutions and high levels of personalized service. We believe

that our approach to wealth management is best suited to families that

need alternatives to traditional investment management.

THE CRITICAL VALUE OF A SECOND OPINION

We believe that second opinions are valuable. Just as you would seek out a second opinion from a physician, a second opinion from our Private Wealth Management team may help you protect your family’s financial health.

During our initial Second Opinion meeting, we gather information about your current financial picture and review your goals. Then we turn to our skilled team of advisors to thoroughly review your portfolio, level of risk-taking, and other factors that may affect your future success. We analyze your financial priorities and aggressively test your objectives to determine whether or not you are on track to achieve your goals.

Through our Second Opinion process, we will then present our findings and discuss positive discoveries and any red flags that need your attention. Our goal is to give you a clear understanding of where you are now and where you are heading.

Protect Your Family’s Financial Health

Securities offered through First Allied Securities Inc., a Registered Broker/Dealer. Member FINRA & SIPC. Advisory Services offered through First Allied Advisory Services, Inc., a Registered Investment Advisor.

Hutchinson Family Office is a North Carolina limited liability company.

©2015 Hutchinson Family Office, LLC. All rights reserved.

866.773.3995

www.HutchinsonFamilyOffice.com

Private Wealth • Tax Planning • Asset Protection

F a m i l y O f f i c e