Multi-Family Office
At Modum, we spend time understanding your family’s financial goals and unique circumstances. Our in-house team of multi-disciplinary investment professionals work side-by-side to provide you with an integrated solution to preserve and grow your wealth.
Financial Planning
We partner with you to discover the best path for your wealth. Our goal is to identify what matters to you, so that your financial plan is aligned with your objectives and attitudes towards saving, spending, and investing.
Investment Management
We synchronize your financial plan with your investment portfolio, as well as provide advice on asset allocation and portfolio construction to meet your objectives, risk profile, and liquidity needs.
Tax-Efficient Investing
By integrating global tax considerations into your financial plan and investment portfolio, we can achieve tax-efficient results and improve your potential returns. Every decision we make considers any potential tax implications.
Compliance & Reporting
We can design and coordinate a comprehensive compliance strategy covering legal, tax, and regulatory obligations related to your investment structure and holdings. We can also consolidate information from various investments to generate performance and net worth reporting.
Estate and Succession Planning
We help your family in the design and review of estate planning strategies to protect your assets, pass wealth to future generations, and ensure your wishes are met.
Alternative Investments
We have technical expertise across a broad range of elements in the alternative investments space. Modum can support your firm’s development efforts within a specific asset class or style, as well as add value in the operations and execution side of your project.
Liquid Alternatives
We offer investment opportunities in liquid alternatives across the risk-return spectrum, focused on risk premia harvesting.
Sub-advisory
We can partner with your firm in the design of a tailor-made investment strategy, as well as manage the investment portfolio according to your firm’s specific needs and goals.
