A more thoughtful framework for planning, investing, and multi-family office level coordination — shaped around clarity, discretion, and long-horizon priorities.
Integrated guidance aligning capital, lifestyle, and long-term family priorities.
Coordinated tax planning informed by the broader balance sheet and family priorities.
Intentional structuring organized around family intent and continuity across generations.
Disciplined portfolio oversight built around risk, liquidity, and long-horizon objectives.
Strategic guidance for business sales, concentrated positions, and consequential financial transitions.
Comprehensive trustee solutions delivered with care, structure, and discretion.
Customized banking and lending coordination tailored to complex financial lives.
Insurance and risk review organized around the family's structure, exposures, and priorities.
Operational and financial coordination to bring clarity to the family's affairs.
Support for stewardship, communication, and preparing future generations.
A more intentional approach to giving, legacy, and charitable impact.
Curated support that simplifies demands and elevates the experience of wealth.
The ParkHaven investment office framework is designed around policy, risk, liquidity, access, tax awareness, manager review, and clear reporting. The goal is not activity. The goal is thoughtful construction and disciplined oversight.
Strategic allocation, tactical flexibility, manager selection, liquidity planning, concentration review, and risk budgeting.
Coordination across custody, banking, lending, reporting, private markets, and external investment resources.
Investment policy, suitability, implementation, review cadence, and a clear process for decision making.
Families need clear communication around what they own, why they own it, where risks exist, what liquidity is available, and how the portfolio supports the broader plan.
Sourcing opportunities not typically available to individual investors, with access to a curated ecosystem of private market opportunities.
Access to private market opportunities beyond public markets.
Structural and allocation approaches that consider after-tax outcomes within a broader plan.
Direct access to premium real estate investment opportunities.
Investment strategies in designated opportunity zones.
Flexible capital solutions tailored to unique objectives.
Access to the private equity market through secondary transactions.
Carefully selected fund structures for diverse private market access.
Tax efficiency is not a single strategy. It is a planning discipline that should inform portfolio construction, liquidity, charitable giving, estate transfer, executive compensation, and the timing of major financial decisions.
We consider asset location, realized gains, income needs, rebalancing, charitable assets, and liquidity when shaping a portfolio management plan.
Significant families often need thoughtful coordination among portfolio income, cash reserves, tax payments, lending, business interests, and family obligations.
We coordinate with tax and legal professionals around charitable gifts, trust funding, estate planning priorities, and multigenerational wealth transfer.
ParkHaven does not replace legal counsel. We help families prepare, organize, and coordinate with estate planning professionals so investment structure, liquidity, beneficiary planning, and family intent are aligned.
ParkHaven does not provide legal advice. The role is to help organize priorities, coordinate with estate planning counsel, and make sure investment structure, liquidity, beneficiary planning, and family intent are aligned with the broader advisory plan.
Support around how assets, accounts, trusts, entities, and beneficiary designations fit into the broader wealth plan.
Helping families consider decision makers, successor roles, liquidity needs, education, and communication across generations.
Estate plans need review as markets, tax laws, family needs, business interests, and major life events evolve.
Collaboration with estate planning attorneys around trusts, entities, estate documents, and implementation priorities.
Guidance around successor decision makers, beneficiary education, liquidity needs, and communication across generations.
Estate plans should be revisited as family circumstances, tax laws, markets, business interests, and philanthropic goals evolve.
Charitable planning can reflect personal values, family identity, tax awareness, community impact, and legacy. ParkHaven helps families think through structure, timing, governance, and coordination with the right professionals.
We help families organize philanthropic priorities around mission, geography, institutions, causes, family involvement, and desired impact.
Coordination around donor advised funds, private foundations, charitable trusts, appreciated securities, and planned gifts where appropriate.
Philanthropy can become a practical way to educate rising generations about values, responsibility, stewardship, and financial decision making.
Collections require coordination across valuation, insurance, liquidity, estate treatment, tax considerations, storage, documentation, and family intent. ParkHaven helps bring structure to assets that are often emotionally and financially significant.
Support around appraisals, inventory, ownership records, insurance review, and coordination with qualified outside specialists.
Collections can create estate complexity when family members have different interests, liquidity needs, or sentimental attachments.
Coordination around sale, donation, lending, fractional ownership, or planned transfer strategies where appropriate.
As an investment adviser, ParkHaven owes its clients a fiduciary duty under the Investment Advisers Act of 1940. Advice begins with the client's interests, objectives, risk profile, liquidity needs, tax sensitivity, and family priorities. A fiduciary relationship should be transparent, documented, thoughtful, and supported by full and fair disclosure of any material conflicts of interest.
A fiduciary relationship is reflected in process, documentation, disclosure, communication, and the discipline to evaluate alternatives through the client's needs first.
ParkHaven's role is to help clients compare options, understand tradeoffs, coordinate specialists, and make decisions with clarity. The goal is to bring order, discipline, and transparency to complexity.
Recommendations should begin with the client's objectives, not with a predetermined platform, product, or provider.
Clients deserve to understand why a strategy is being considered, what tradeoffs exist, and how it fits into the broader plan.
A fiduciary standard should be supported by careful documentation, regular review, conflict awareness, and a clear advisory rationale.
Estate attorneys, CPAs, insurance professionals, lending partners, and investment resources should work from a shared understanding of the family's goals.
As an investment adviser, ParkHaven owes its clients a fiduciary duty under the Investment Advisers Act of 1940. Advice must begin with the client's interests, objectives, and circumstances — a legal standard, not a marketing phrase.
No. ParkHaven coordinates with each family's attorneys and tax professionals rather than replacing them. The role is to organize priorities, prepare the financial picture, and help ensure investment structure and planning decisions align with the counsel those professionals provide.
ParkHaven provides integrated portfolio management, tax-aware planning, trust and estate coordination, philanthropic strategy, private banking coordination, and family reporting — organized through a single advisory relationship, with multi-family office coordination for families whose complexity calls for it.
Fees are generally based on assets under management and the scope of services involved. ParkHaven's fees and compensation are described in its Form ADV Part 2A, available on the Disclosures page, and discussed openly in an introductory conversation.
This information is educational in nature and should not be considered legal, tax, or investment advice. Please consult your own professional advisors regarding your specific situation.
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