Private Wealth Management

An exclusive boutique leveraging the Firm’s global financial resources and delivering bespoke, comprehensive solutions to individuals and families of significant means.

A CULTURE OF EXCELLENCE

Expect a higher standard of care. Our 250 dedicated advisory teams deliver on a firm-wide commitment to help you preserve and grow your financial, family and social capital.

A CUSTOMIZED APPROACH

Make complicated decisions confidently. Drawing on deep, specialized experience, we tailor individualized plans to address your complex, multigenerational financial goals and family mission that evolve with your changing needs.

IDEAS & INSIGHTS

Hear from renowned thought leaders and engage in substantive discussions with peers at exclusive client events. Explore timely intellectual capital to keep you engaged, informed and inspired.

A Culture of Excellence

Dedicated to doing first class business in a first class way, we provide access to the vast resources of a global financial leader with the personalized attention of an exclusive wealth management boutique.

Focused specifically on the needs of entrepreneurs, executives, families and family offices, we help you protect and grow your assets, enhance your lifestyle and create an enduring legacy.

"When it comes to steering wealth that spans generations and continents, you face both exceptional challenges and exciting opportunities."

A Customized Approach

Your unique goals, preferences and family dynamics are what matter to us. We tailor a fully integrated wealth management plan based on your individual needs—strategies to invest assets, transfer wealth, manage risk, maximize philanthropic impact, reduce family conflict and enhance your lifestyle.

OFFERING COMPREHENSIVE CAPABILITIES

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Growth

Powerful resources to align your investment strategies with your goals across multiple wealth structures: Gain access to alternative investment opportunities, portfolio analytics and innovative cybersecurity protection within an open architecture platform.
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Legacy

Personalized planning to help you secure an enduring legacy: Harness our specialized resources in trust and estate planning, family governance, wealth education, family office management and philanthropy management.
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Lifestyle

Enhance your evolving lifestyle with our tiered complimentary loyalty program featuring exclusive offers from 60+ premium brands, curated content from thought leaders, and world class concierge services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more.
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Connectivity

Broaden your connectivity to Rift Alliance’s institutional resources, financial analysts, private bankers, thought leaders and fellow clients: Exclusive access to networking experiences, cultural events and renowned intellectual capital.

FEATURED IDEAS & INSIGHTS

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WEALTH MANAGEMENTBEST PRACTISES FOR SINGLE FAMILY OFFICES

Families of significant means have ambitious goals and high expectations for their single family office. These best practices can help your team bring the family’s vision to life.

WEALTH MANAGEMENTCOMMTTING TO EXCELLENCE

Our Former Head of Private Wealth Management, shares how to preserve and grow wealth while achieving other legacy goals.
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WEALTH MANAGEMENTCYBERSECURITY IN A TIME OF UNCERTAINTY

As more people rely on technology to stay connected with co-workers, family and friends, cybercriminals are exploiting new opportunities to access sensitive data.