Private Wealth

As a private wealth client, your needs are unique, and meeting them begins with clear communication and collaboration. NEPC brings the same kind of rigor and thought leadership to our private wealth clients as to our institutional clients. Add to that an experienced team that specializes in private wealth consulting, and you have a partner that can expertly guide you in pursuing your investment goals, capital preservation and philanthropic interests, legacy planning, and multigenerational investment education.

You and your family office, tax, and legal advisors can leverage the substantial resources we dedicate to helping you oversee and implement every facet of your investment plan. On an ongoing basis, our consulting services address each phase of the investment process, including the review or development of an investment policy statement, investment manager search, and due diligence, and insurance assets. Our suite of offerings includes consolidated reporting, and quarterly rebalancing and cash flow reviews.

Because our only business is investment consulting, we offer unbiased, conflict-free advice and scrupulous oversight of your portfolio. Client fees are our only source of revenue.