{"id":21,"date":"2021-03-29T17:46:50","date_gmt":"2021-03-29T17:46:50","guid":{"rendered":"https:\/\/www.nepc.com\/private-wealth\/?page_id=21"},"modified":"2026-04-30T14:17:39","modified_gmt":"2026-04-30T18:17:39","slug":"home-private-wealth","status":"publish","type":"page","link":"https:\/\/www.nepc.com\/private-wealth\/","title":{"rendered":"Private Wealth Consulting"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;3&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243;][vc_column column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243;][vc_custom_heading text_color=&#8221;color-638137&#8243; text_size=&#8221;&#8221; text_weight=&#8221;300&#8243; text_transform=&#8221;capitalize&#8221; uncode_shortcode_id=&#8221;159798&#8243; text_color_type=&#8221;uncode-palette&#8221;]We serve families, not just their portfolios.[\/vc_custom_heading][vc_custom_heading text_color=&#8221;color-873282&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;fontsize-292502&#8243; text_weight=&#8221;400&#8243; text_height=&#8221;fontheight-528789&#8243; uncode_shortcode_id=&#8221;184184&#8243; text_color_type=&#8221;uncode-palette&#8221;]We are an independent and employee-owned investment consulting firm offering clients research-driven investment solutions since 1986. Our private wealth advisors help ultra-high-net-worth individuals, families and family offices preserve, manage and grow their wealth.[\/vc_custom_heading][vc_custom_heading text_color=&#8221;color-873282&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;fontsize-292502&#8243; text_weight=&#8221;400&#8243; text_height=&#8221;fontheight-528789&#8243; uncode_shortcode_id=&#8221;144130&#8243; text_color_type=&#8221;uncode-palette&#8221;]As your trusted partner, we will develop, coordinate and oversee a complete and bespoke wealth management program that is based on your individual goals, values, constraints and time horizons. We draw on our reserves of experience to anticipate your financial needs and to proactively safeguard your portfolio against potential challenges. Our comprehensive wealth strategies are crafted with performance, resilience and endurance in mind.[\/vc_custom_heading][vc_custom_heading text_color=&#8221;color-873282&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;fontsize-292502&#8243; text_weight=&#8221;400&#8243; text_height=&#8221;fontheight-528789&#8243; uncode_shortcode_id=&#8221;870030&#8243; text_color_type=&#8221;uncode-palette&#8221;]We are proud to serve you, not just your investment portfolio. 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uncode_shortcode_id=&#8221;371698&#8243; text_color_type=&#8221;uncode-palette&#8221;]52[\/vc_custom_heading][vc_custom_heading text_color=&#8221;color-945416&#8243; heading_semantic=&#8221;div&#8221; text_size=&#8221;fontsize-177909&#8243; text_weight=&#8221;400&#8243; uncode_shortcode_id=&#8221;519939&#8243; text_color_type=&#8221;uncode-palette&#8221;]Clients[\/vc_custom_heading][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;3&#8243; back_color=&#8221;color-xsdn&#8221; overlay_alpha=&#8221;50&#8243; radius=&#8221;xs&#8221; shadow=&#8221;sm&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;3&#8243; mobile_width=&#8221;0&#8243; shadow_hover=&#8221;yes&#8221; shadow_hover_weight=&#8221;std&#8221; width=&#8221;1\/3&#8243;][vc_custom_heading text_color=&#8221;color-638137&#8243; heading_semantic=&#8221;div&#8221; text_size=&#8221;fontsize-930401&#8243; text_weight=&#8221;300&#8243; uncode_shortcode_id=&#8221;826983&#8243; text_color_type=&#8221;uncode-palette&#8221;]$30B[\/vc_custom_heading][vc_custom_heading text_color=&#8221;color-945416&#8243; heading_semantic=&#8221;div&#8221; text_size=&#8221;fontsize-177909&#8243; text_weight=&#8221;400&#8243; uncode_shortcode_id=&#8221;290658&#8243; text_color_type=&#8221;uncode-palette&#8221;]Private wealth assets under advisement[\/vc_custom_heading][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;3&#8243; back_color=&#8221;color-xsdn&#8221; overlay_alpha=&#8221;50&#8243; radius=&#8221;xs&#8221; shadow=&#8221;sm&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;3&#8243; mobile_width=&#8221;0&#8243; shadow_hover=&#8221;yes&#8221; shadow_hover_weight=&#8221;std&#8221; width=&#8221;1\/3&#8243; link_to=&#8221;|||&#8221;][vc_custom_heading text_color=&#8221;color-638137&#8243; heading_semantic=&#8221;div&#8221; text_size=&#8221;fontsize-930401&#8243; text_weight=&#8221;300&#8243; uncode_shortcode_id=&#8221;177438&#8243; text_color_type=&#8221;uncode-palette&#8221;]<span style=\"font-weight: 400\">26<\/span>[\/vc_custom_heading][vc_custom_heading text_color=&#8221;color-945416&#8243; heading_semantic=&#8221;div&#8221; text_size=&#8221;fontsize-177909&#8243; text_weight=&#8221;400&#8243; uncode_shortcode_id=&#8221;718271&#8243; text_color_type=&#8221;uncode-palette&#8221;]Average years experience as private wealth advisors[\/vc_custom_heading][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;3&#8243; bottom_padding=&#8221;3&#8243; back_color=&#8221;color-xsdn&#8221; 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text_weight=&#8221;400&#8243; text_height=&#8221;fontheight-731652&#8243; text_italic=&#8221;yes&#8221; sub_lead=&#8221;yes&#8221; uncode_shortcode_id=&#8221;129395&#8243;]Our mission is to understand the complexities of your wealth, while drawing on our experience to provide you with solutions that not only fulfill your current needs, but also anticipate and meet the future requirements of you, your family and the generations to come.[\/vc_custom_heading][vc_icon icon_image=&#8221;63&#8243;][\/vc_icon][vc_row_inner limit_content=&#8221;&#8221;][vc_column_inner column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;1&#8243; style=&#8221;dark&#8221; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243;][vc_custom_heading heading_semantic=&#8221;p&#8221; text_size=&#8221;fontsize-171701&#8243; text_weight=&#8221;800&#8243; text_height=&#8221;fontheight-731652&#8243; sub_lead=&#8221;yes&#8221; uncode_shortcode_id=&#8221;160111&#8243;]Karen Harding[\/vc_custom_heading][vc_custom_heading heading_semantic=&#8221;p&#8221; text_size=&#8221;fontsize-171701&#8243; text_weight=&#8221;400&#8243; text_height=&#8221;fontheight-116681&#8243; sub_lead=&#8221;yes&#8221; uncode_shortcode_id=&#8221;912811&#8243;]Partner and Leader of the Private Wealth practice[\/vc_custom_heading][\/vc_column_inner][\/vc_row_inner][vc_button button_color=&#8221;color-873282&#8243; size=&#8221;btn-sm&#8221; border_width=&#8221;0&#8243; link=&#8221;url:%2Fprivate-wealth%2Fabout-us%2F%23pw-team|title:Our%20Team&#8221;]learn more[\/vc_button][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;1&#8243; top_padding=&#8221;3&#8243; bottom_padding=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;2&#8243; 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single_width=&#8221;3&#8243; images_size=&#8221;sixteen-nine&#8221; single_back_color=&#8221;color-xsdn&#8221; single_shape=&#8221;round&#8221; radius=&#8221;xs&#8221; single_overlay_color=&#8221;color-wayh&#8221; single_overlay_opacity=&#8221;50&#8243; single_text_visible=&#8221;yes&#8221; single_text_anim=&#8221;no&#8221; single_padding=&#8221;1&#8243; single_title_weight=&#8221;700&#8243; single_title_height=&#8221;fontheight-185371&#8243; single_shadow=&#8221;yes&#8221; shadow_weight=&#8221;sm&#8221; shadow_darker=&#8221;yes&#8221; single_icon=&#8221;fa fa-play&#8221; el_class=&#8221;blog-minis&#8221; uncode_shortcode_id=&#8221;145076&#8243;][vc_button button_color=&#8221;color-873282&#8243; size=&#8221;btn-sm&#8221; border_width=&#8221;0&#8243; link=&#8221;url:%2Fprivate-wealth%2Finsights%2F|title:Insights&#8221;]Explore More[\/vc_button][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/1&#8243;][uncode_block id=&#8221;42&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/1&#8243;][vc_row_inner limit_content=&#8221;&#8221;][vc_column_inner column_width_percent=&#8221;100&#8243; 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