Strategic planning for private investors and family offices

Martiros Strategies is an independent consulting firm that helps private investors and family offices develop a strategic plan for simplifying their overall wealth management process.

Our engagements often begin when a client needs help planning and managing a major financial transition such as the transfer of wealth to the next generation, the sale of a business, or the creation of a family office or family foundation; or a significant personal transition arising from a leadership change, divorce, health issue, or the passing of a loved one.

What is our analytical framework?

To help people visualize the overall process of managing wealth, we’ve developed a proprietary analytical framework that incorporates four primary functions of governance, planning, investing, and operations into a holistic system.

We utilize our framework to help people develop a solution that is flexible, cost-effective, and sustainable.

Do we provide investment advisory services?

No. We are not investment advisors and we do not manage assets. Instead, we help you develop options for managing wealth including using outside investment advisors, establishing your own family office, or developing a hybrid solution that combines internal and external capabilities.

How do we develop options for managing wealth?

The approach you take for managing wealth is one of the most important factors influencing your long-term results. We help people develop an independent and comprehensive analysis of potential options, including outsourced, internal, hybrid, and do-it-yourself solutions.

We start by clearly identifying your requirements and current wealth management structure. Next, we develop criteria based upon your specific requirements for services and expertise. From there, we research and evaluate advisors based on four types of factors including the firm’s culture and governance structure, investment process, service model, and operational capabilities.

At times it can be difficult to understand the differences among advisory firms. To assist in the process of evaluating investment advisors, we’ve developed the Martiros Investment Advisor Map as well as a rigorous process for evaluating advisors.