Your Legacy
Family Office Services
360 solution
Customized Services for Your Family’s Financial Journey
Consolidated Reporting and Asset Tracking
We provide custom financial reporting regardless of the type of investment, where it is held, or how it is valued. This means you will finally see everything in one spot, in a consolidated report and easy to access digital portal.
Tax & Estate Planning
We provide direct access to integrated professionals who are able to implement strategies to minimize tax burdens while maximizing after-tax returns. Our coordinated approach aims to ensure that you are protecting your legacy with strategies for wealth transfer, charitable giving, and minimizing estate taxes.
Private Investment Opportunities
We offer access to curated private market opportunities, supported by our in-house research team. Our objective is to identify and deliver investment solutions that align with each client’s specific goals and risk profile.
Banking & Lending Solutions
Our network of financial institutions and banking enables us to help you compare solutions and ensure your lending needs are being managed in a coordinated fashion.
Philanthropy & Governance
Our planning process not only helps identify your capacity for philanthropy but also emphasizes the importance of family governance to align your charitable endeavors with shared family values and goals.
Financial Literacy for Next Generation
Preserving generational wealth requires thoughtful planning and proactive strategies to ensure financial stability while passing down shared family values. By taking these proactive steps, families can protect their assets and foster a shared vision for the future.
Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position. Equity investments entail equity risk and price volatility risk. The potential for profit is accompanied by the possibility of loss. Market disruption can be caused by economic, financial or political events and factors. Such disruptions could lead to increased market volatility, reduced liquidity in the securities markets, or significant negative impacts on issuers and the securities markets. Investments in private funds can involve higher risks the lack of liquidity and as the funds are not publicly traded, and, as a result, the fair value of these investments may not be readily determinable.”
This material is being provided for client and prospective client use, and for informational purposes only. Such information is provided for informational purposes only and should not be considered legal, tax, or compliance advice. Federal and state laws and regulations are complex and are subject to change. Laws of a specific state or laws that may be applicable in particular circumstances may affect the applicability, accuracy, or completeness of this information. This information is not individualized and may not be inclusive of everything that a firm should consider in any type of planning decision, and AlphaCore provides investment advice only within the context of our written advisory agreement with each client. There may be other factors that you should consider. You should consult an attorney, tax professional, or compliance advisor regarding your specific legal or tax circumstances and plans. This material represents the current views and opinions of AlphaCore Capital, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data or material contained herein.
This material is not intended to be relied upon as a forecast or investment advice, and do not constitute a recommendation, offer, or solicitation for any specific security or any specific investment strategy, as AlphaCore provides investment advice only within the context of our written advisory agreement with each AlphaCore client. It should not be assumed that any strategy or investment recommendations or decisions we make in the future will be profitable.
Any specific security or strategy is subject to a unique due diligence process, and not all diligence is executed in the same manner. All investments are subject to a degree of risk, and alternative investments and strategies are subject to a set of unique risks. No level of due diligence mitigates all risk, and does not eliminate market risk, failure, default, or fraud. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Past performance is not indicative of future results.