A B O U T
A Leader in Independent Wealth Management.
Sweetwood Family Office advises and manages many aspects of our clients’ investment and non-investment related professional and personal needs. Our clientele includes qualified high net-worth individuals, family offices, trusts and foundations.
On the investment side, our objective is to maximize risk-adjusted returns and provide consistent cash-flow generation for our clients through direct investments in transparent securities.
Our tailor made portfolios are calibrated to the unique risk profile of each client which can be managed through a discretionary mandate, an advisory structure, or a combination of both.
Our clients are not exposed to any counterparty risk through Sweetwood Family Office as their assets are held in custody under their own name at top-tier private banks to which we have a unique access.
We further distinguish ourselves by our deep network of external advisors, allied family offices, and investment banks which complement the sourcing and screening of investment opportunities.
In addition to our investment activities, Sweetwood Family Office advises and manages many aspects of our clients’ non-investment related professional and personal needs.
Through our selected team of professionals, our clients can tap into an extensive network of specialist advisors on various topics, including:
– Estate planning
– Investment Education
– Consolidated Reporting
– Property Management and Financing