IMPORTANT DISCLAIMER: THESE CASE STUDIES ARE PROVIDED FOR ILLUSTRATIVE PURPOSES ONLY TO PROVIDE AN EXAMPLE OF THE FIRM’S PROCESS AND METHODOLOGY. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. THE RESULTS PORTRAYED IN THESE CASE STUDIES ARE NOT REPRESENTATIVE OF ALL OF THE FIRM’S CLIENTS OR THE CLIENTS’ EXPERIENCES. DIFFERENT TYPES OF INVESTMENTS INVOLVE VARYING DEGREES OF RISK, AND ACTUAL RESULTS MAY VARY MATERIALLY THAN THOSE PORTRAYED HEREIN. THEREFORE, IT SHOULD NOT BE ASSUMED THAT THE FUTURE RESULTS OF ANY SPECIFIC INVESTMENT OR INVESTMENT STRATEGY (INCLUDING THE INVESTMENTS AND/OR INVESTMENT STRATEGIES RECOMMENDED OR UNDERTAKEN BY THE FIRM) WILL BE PROFITABLE OR EQUAL THE RESULTS PORTRAYED HEREIN. AN INDIVIDUAL’S EXPERIENCE MAY VARY BASED ON HIS OR HER INDIVIDUAL CIRCUMSTANCES AND THERE CAN BE NO ASSURANCE THAT THE FIRM WILL BE ABLE TO ACHIEVE SIMILAR RESULTS IN COMPARABLE SITUATIONS. NO PORTION OF THESE CASE STUDIES IS TO BE INTERPRETED AS A TESTIMONIAL OR ENDORSEMENT OF THE FIRM’S INVESTMENT ADVISORY SERVICES AND IT IS NOT KNOWN WHETHER THE CLIENTS REFERENCED APPROVE OF THE FIRM OR ITS SERVICES. THE INFORMATION CONTAINED HEREIN SHOULD NOT BE CONSTRUED AS PERSONALIZED INVESTMENT ADVICE. PLEASE CONTACT US FOR ADDITIONAL INFORMATION WITH RESPECT TO THE STRATEGIES AND/OR INVESTMENTS DESCRIBED HEREIN.

Finance Industry Executives

Clapboard Hill Private Wealth works with many high profile financial professionals. This work typically begins with the assembly of a team of trusted advisers around the client. With our team serving as quarterback, we find that clients take great comfort that they have people and resources around them to manage increasingly complex lives and financial profiles. In this role our team provides both investment management and estate design services. We also work with the client’s extended family and intimately counsel them through the  process as it relates to their respective financial responsibilities. 

Business Owners

Clapboard Hill Private Wealth also works with owner-operated businesses. In many cases, we advise and guide the owner(s) through either a partial or full liquidation of their asset. We see more demand than ever for objective and independent resources when going through such a critical period. We then take very careful steps to ensure the client is comfortable in his or her new role as the owner, along with their family of significant wealth. Our roll is then to stay intimately engaged for the consolidated reporting, estate design, and oversight of all outside investment managers. As with many of our clients, we now advise on the complete portfolio of assets at multiple custodians.

Unplanned Life Event

Clapboard Hill Private Wealth takes great pride in protecting the best interests of our clients that have gone through an unexpected life event, leaving them without a significant other to manage their wealth for them and their extended family. We act as their fiduciary to ensure that their life-long interests are looked after and followed through on. Often times our clients come to us with investment portfolios that have not been looked after for years. We work carefully and thoughtfully to realign investments with all tax and cost considerations put at the forefront. We also take great pride in ensuring our clients have full transparency and understanding of all decisions made and that there is an ongoing mutual commitment to stay on top of the investment portfolio. Our vast experience has shown us that many clients in this position do not have a fiduciary and fully engaged adviser they can trust. At Clapboard Hill Private Wealth, we have taken many steps to ensure our clients can expect this level of trust from us.