Set Your Legacy Apart Our centralized approach Encompasses your Needs into one partnership as your premier family office.
As an integrated family office, Argentarii offers a centralized hub for all your wealth matters and life priorities. Through coordinated cross-disciplinary counsel, we aim to achieve holistic perspectives that dispersed generalists cannot match. As your true partner, we go beyond offering products or services by becoming your dedicated solutions provider, human browser, and want to be your go-to source of opportunity, protection, and partnership.
GROW: Personal Investment StrategiesGuiding Growth to Fuel your vision
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Helping your family think like capital allocators rather than portfolio managers.
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Leveraging our size and relationships, we gain access to private opportunities. By utilizing pooled assets and experience, we seek to negotiate better deal terms and lower fees and pass those savings on to our clients.
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We actively source and research new investments in alternative asset classes, monitor portfolios, and meticulously structure investments in order to stay on the cutting edge of opportunity.
SECURE: Argentarii Legacy Planning ServicesSecuring Legacies For Generations to Come
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Our ALPS platform is uniquely positioned to aid families in addressing the particular challenges of multi-generational enterprise management and family legacy planning.
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We provide generation development to promote responsible stewardship, family alignment, and seamless transitions.
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We advise on strategic charitable giving, community engagement, foundation governance, and impact assessment.
MANAGE: Lifestyle Assistance Outsourcing Tasks to Optimize Opportunity
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Through our white-glove concierge, we discreetly assume responsibility for handling tasks that take away from your valuable time.
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As a boutique firm, we seek to deliver a select group of clients the ultimate level of service and attention to help organize and simplify your life.
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Clients gain real-time visibility into dynamic personal financial statements, cash flow reporting, and investment tracking.
