Our Approach

At Althum Advisors, our dedicated team specializes in providing personalized wealth planning, investment management, and family office services. Our approach is centered on holistic advisory, offering a 360-degree view of your unique needs, requirements, and objectives. What sets us apart is our commitment to providing advisory services free of third-party commissions, ensuring that your best interests remain at the forefront with no conflicts of interest in the process.

Preserving and Enhancing Your Wealth: Our Services

We understand that the needs of our diverse clients are as unique as their backgrounds.

Whether you are a family navigating succession challenges or a private client with specific entrepreneurial, professional, or executive requirements, we are here to translate your financial objectives into tailor-made solutions. Our personalized approach ensures that your wealth journey is as unique as you are.

Our Comprehensive
Services Include:

Review of Existing Wealth Planning Structures and Investment Portfolios:

As we begin a new relationship, we carry out a diagnostic review to identify opportunities for improvement in your current wealth planning structures and investment portfolios.

Wealth and Succession Planning Advisory:

Understanding your needs and objectives, we craft effective plans, structures, and strategies, guiding you through implementation and ongoing management.

Risk Profile Determination and Development of Investment Policy Statements:

Working collaboratively with you, we define your risk profile and investment objectives, developing Investment Policy Statements to guide and maintain a clear route for the management of your wealth.

Investment Portfolio Design, Implementation, and Management:

Once the risk and goal parameters are established, we define the optimal asset allocation, selecting the best custodian and financial service provider, and source the ideal investment instruments for your unique requirements and objectives.

Alternative Investment Program:

We carry out a disciplined, programmatic approach to planning and implementing an alternative investment program to diversify and enhance your portfolio.

Private Investments Advisory:

We continuously analyze private investment opportunities and offer personalized support in evaluating and executing investments, including private market transactions and divestments.

Investment Portfolio Supervision and Reporting:

Having implemented the investment strategy, we ensure continuous management and oversight of your portfolio through best-in-class technological platforms, providing transparent and detailed reporting.

We recognize that trust is the foundation of our business. We work tirelessly to build and preserve it, focusing on the quality of our services, the meticulous care we take to safeguard your assets, the integrity with which we act, and the consistency in our approach. Your needs are at the center of everything we do. Join us on a journey where trust meets excellence in wealth management.