Accurate Family Office is built to provide customized advice to help you achieve your goals. Your experience will include a dedicated team of advisors, access to a completely unconstrained universe of investment solutions and an execution system designed to reduce your expenses and taxes. Your portfolio will be tailored around your preferences, constraints and targets—purposefully built to give you the best chance at achieving your goals.

 

We understand what really counts at the end of the day are net results – net of taxes and fees. We utilize our size and scale for the sole benefit of our clients. As a result of our size, we are able to provide access to investment managers that we believe are exceptional, and to negotiate reduced fees for strategies across asset classes. We are not so large, however, that we are constrained from delivering personalized advice to individual clients. We are large where it matters, small where it counts. Our in-house research, manager due diligence, market dashboards and exclusive solutions enable our team to provide you with result-driven advice.

Accurate Family Office’s “Chief Investment Office” has an in-house investment research team, exclusively dedicated to our investment strategy, manager search and selection, and ongoing monitoring and due-diligence. In addition, our Chief  Investment Office includes senior leadership and houses four vertical Investment Sub-Committees comprised of senior members of the research and advisor groups, as we believe that the integration brings a broad base of investment experience into the decision making and idea generation. The combination of this talent and depth of experience of so many of Accurate Family Office’s team members into a “Chief Investment Office” is another example of our firm’s innovation and sets Accurate Family Office apart from other advisory firms.