Endowment Wealth Management
Endowment Wealth Management is a multi-family office that provides high net worth clients with a variety of personal and business related fee-based professional wealth management services. Founded in 1996, EWM adopts an endowment-style investment philosophy and utilizes both liquid or illiquid alternative investments, or a hybrid combination of the two, within client portfolios. The firm manages investments for a series of private funds that pursue co-investments, private equity, venture capital (primarily late stage), growth and real estate funds. EWM offers a range of professional services including financial and investment planning, retirement planning, estate and tax planning, and 401k retirement plans.
Endowment Wealth Management is:
A Registered Investment Adviser and not commissioned stockbrokers selling products
A fee-only independent fiduciary focused on creating sustainable family wealth
Implements three dimensional EWM Philosophy® similar to what is used by most major Universities, Foundations and Institutional Investors
Focuses first on protecting the family’s multi-generational human capital, and family members
Their professional team manages all clients' unique advanced planning concerns, that include:
1. Wealth Enhancement
2. Wealth Transfer
3. Wealth Protection
4. Charitable Giving