Piedmont Capital's Family Office Service offers investment advisory and consulting services to clients seeking to organize their financial situation and invest their assets based on personal criteria and financial goals.  


Piedmont Capital meets with a Family Office client to obtain information regarding the Client's investment experience, investment objectives, and risk profile. The firm then prepares a written Investment Policy Statement (IPS) for the Client. Piedmont Capital uses investment research to evaluate alternative portfolio designs and to assist the Client in selecting investment strategies consistent with the Investment Policy Statement.

In connection with developing a prospective portfolio, the Client's existing investments are evaluated to determine whether the allocation and asset types meet the objectives set forth in the Client's Investment Policy Statement. If the Client chooses, Piedmont Capital works with the Client to develop a transition plan in order to reallocate assets.


Family Office work reflects the unique situation of each client. The volume, nature, and delivery of services are as different as the families themselves. Interested parties are, therefore, encouraged to contact Piedmont Capital to determine whether a potential client's needs may be met.


Services may include
the following:
 
 Analysis of Financial Condition

Recommendations to achieve Financial Objectives 

Development of an Investment Policy Statement 

Implementation of Investment Strategies concurrent with Investment Policy Statement and Financial Objectives

Consulting on Non-Securities-Related Investments 

Periodic Review of Investment Performance 

Periodic Reallocation of Investments based upon Investment Policy Statement and Financial Objectives 


Bill-Paying Services 

Bookkeeping Services 
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