THE OFFICE

Integritatem. Discretio. Honoris causa.

Our Family Office focuses on comprehensive, proactive, and robust solutions in the enhancement of the Family's position based on strategic initiatives and approaches to specific asset classes and financial markets.

Our private wealth services for members of the Edwards Capital Group, comprised of Edwards Capital N.A. LLC and Edwards Capital U.K. LTD, include close coordination with external advisors to ensure action in the following areas:

• Continuation of the master investment plan;
• Coordination of in-house investment management with outside specialist managers or passive index-linked strategies where appropriate;
• Tailored financial planning with focused tax optimization compliance and planning;
• Wealth transfer and business succession planning; and
• Trust and estate planning;

PORTFOLIO MANAGEMENT & INVESTMENT STRATEGY

Acting as the Family’s Chief Investment Strategist, the Office provides fully independent portfolio management advisory services to guide the management and stewardship of the Family’s financial assets. Since inception we have maintained a completely open-architecture model whereby all investment strategies are effected in-house so best-in-class solutions are marshalled from around the globe. This approach has been built to ensure that all our options are based on our own independent and objective research and due diligence, while leveraging strategic relationships with key financial product providers. Our approach allows for flexibility and input to generate continued optimal bespoke solutions.

A multi-generational, non-traditional, approach to asset allocation is at the core of a controlled risk-mitigation approach that allocates capital to different risk and return streams as opposed to a traditional simple diversification.

DUE DILIGENCE

Our inherent independence ensures all investment solutions are properly vetted and assessed before consideration. Acting as a fiduciary necessitates seeking the best access and leveraging possible to achieve the best outcomes. Having a reputation as a thoughtful and preferred partner in the investment community has afforded the opportunity to invest in unique and differentiated strategies that span both the traditional and non-traditional scope of investments. Having access is important but having the capacity to filter investment opportunities and identify risks is critical. Our research process necessitates deep scrutiny, verification and diligence. Our role is to provide independent oversight over the full spectrum of the Family’s investments to ensure consistency and effective portfolio evolution.

IMPORTANT METRICS

Key Institutional Partners

Major Economic Centers

Principle Asset Classes

“Why stand idly and wait for solutions, when you can create your own solution. My family and I were looking for a family office solution. We could not find one. Outsourcing to illegitimate so-called platforms, desks, groups and brokers proved to be both failure-prone and disappointing. So... we started Edwards Capital and brought everything we needed, in-house. Over a decade later, we believe our Office has evolved into a truly unique example of efficiency, effectiveness and innovation.”

FOCI

Combining a sophisticated blend of industry-tested solutions and contemporary approaches.

We focus our transaction strategies primarily on the following areas, interests and commodity types to ensure a fluid and dynamic asset mix to respond to the varying needs of the Family, specific initiatives, and different projects.

CONTACT

Regional presences tailored for region-specific business.
As a private single family office, we do not engage external parties without scheduled appointments.