Full-service advisory is for clients that desire a deeper relationship with their adviser, in addition to the management of their assets.
Since its inception, Black Cypress has managed the assets of high-net-worth families, advised on family foundations, legacy plans, and charitable giving as well as educated heirs to help ensure that the family’s wealth lasts into future generations. Black Cypress is also equipped to work with foundations and endowments to develop long-term plans to ensure assets impact lives today while growing for the future.
Full-service advisory can include:
ASSET MANAGEMENT – FINANCIAL PLANNING – ESTATE PLANNING
LEGACY DEVELOPMENT – CHARITABLE GIVING – PRIVATE FAMILY FOUNDATIONS
DONOR-ADVISED FUNDS – HEIR PREPARATION THROUGH EDUCATION
As a high-end adviser and professional investor, Black Cypress has the knowledge to design and implement investment policies and financial plans, as well as the expertise to directly invest its clients’ assets. We combine exceptional service with superior performance.