Grand Ridge Capital, LLC

An Independent Multi-family Office

 

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WEALTH MANAGEMENT SERVICES PROVIDED

We assist our clients in assuring that their wealth enhances their own lives and, if they wish, gives them an opportunity to make lasting, positive contributions in the world. We help develop strategic philanthropic plans, choose appropriate giving vehicles and implement plans in a cost-efficient manner.

INVESTMENT MANAGEMENT:

INVESTMENT MANAGEMENT:

  • Strategy & Asset Allocation
  • US & International Equities
  • Taxable & Tax Exempt Fixed Income
  • Tax-Advantaged Investing
  • Alternative Investments
  • Private Equity Offerings
  • Socially Responsible Investments
  • Institutional Style-Specific Mutual Funds
  • Proprietary Search & Selection Process to identify Best of Breed Investment Managers

 

TRUST & ESTATE ADMINISTRATION:

  • Corporate Trustee
  • Executor/Agent for Executor
  • Ongoing Trust and Estate Maintenance

 

EDUCATIONAL PROGRAMS:

  • Customized Family Meetings
  • Wealth Management Forums
  • Young Adult Orientation

 

PERSONAL FINANCIAL PLANNING:

PERSONAL FINANCIAL PLANNING:

  • Estate Planning
  • Tax Planning
  • Cash Flow/Budgeting
  • Retirement Planning
  • Tax Efficient Charitable Giving
  • Financial Risk Management
  • Business Planning
  • Tax Efficient Business Succession and Wealth Transfer
  • Family Limited Partnerships, Trusts, and Foundations

 

FAMILY OFFICE SERVICES:

  • Bill Paying
  • Tax Preparation
  • Personal Accounting
  • Insurance Administration
  • Philanthropy & Grant Making