What We Do
WE DO THE EXTRAORDINARY
Through our experienced leaders, exceptional services, and transparent approach, we strive to help clients realize their desired objectives without compromising their comfort.
Extraordinary investments and experiences for extraordinary individuals, families, and institutions.
Benchmark management stands as a distinguished collection of remarkable individuals, united by their dedication, vision, and success. We are not just a wealth management firm; we’re a holistic partner, aligning with those who share our values and seek tranquility for themselves, their enterprises, and future generations. Our relationships with clients and their families are profoundly deep, ensuring personalized service where each partner benefits from direct access to our entire team, including our founder and CEO.
Our approach is led by professional investors, making us exceptional in the wealth management field. We boast an impressive investment team backed by a dedicated analytics team, providing superior investment insights and thorough analytics. Our unique position in the information chain grants us access to a network of exclusive professionals, from family offices to geopolitical experts and investment specialists. This extraordinary network not only provides early and innovative insights but also enhances our leverage and resourcefulness in partnerships.
Benchmark management offers unparalleled private investment opportunities, distinct from those found on typical platforms. Leveraging our network and connections, we provide exclusive investments with more favorable terms and conditions. Our rigorous due diligence and underwriting process, combined with portfolio manager access for our partners, further sets us apart, ensuring a unique and advantageous investment experience.
Benchmark management is extraordinary because we partner with extraordinary people.
Advisory Services
Benchmark management has provided wealth advisory services to a specific client profile for decades. This deep experience uniquely positions Benchmark management to offer a variety of solutions from simple and straightforward to the most complex holistic wealth management needs.
Benchmark management Family Office
- Pre-Transaction Planning
- Estate and Tax Planning
- Strategic Wealth Planning
- Investment Management
- Risk Management
- Credit & Lending Advisory
- Insurance Advisory
- Cash Flow Analysis and Budgeting
- Philanthropy Advisory
- Next Generation Education
- Lifestyle Resources, Health, and Wellbeing
Benchmark management Wealth
- Wealth Services
- Distinctive Investment Management
- Asset Allocation Philosophy
- Tax Efficiency
- Unique Access to Entrepreneurial Private Investments
- Investment Transparency and Reporting
Benchmark management Asset Management
- Wealth Services
- Distinctive Investment Management
- Asset Allocation Philosophy
- Tax Efficiency
- Unique Access to Entrepreneurial Private Investments
- Investment Transparency and Reporting
Benchmark management Strategy
- Wealth Services
- Distinctive Investment Management
- Asset Allocation Philosophy
- Tax Efficiency
- Unique Access to Entrepreneurial Private Investments
- Investment Transparency and Reporting
Select Client Profiles
First-Generation Entrepreneur
Your Story:
- Family-owned private company.
- Completed an IPO.
- Grew to Fortune 100 Company.
- Planning for the next generation.
PE-Backed Entrepreneur
Your Story:
- Owns and operates several businesses.
- Plans to sell a business.
- Needs tax and estate planning, investment, and philanthropy advice.
Multi-Gen Business Owner
Your Story:
- Family-owned business that became a global brand.
- Family experienced multiple liquidity events.
- Third- and fourth-generation shareholders.
Technology Entrepreneur
Your Story:
- Built and sold technology company that aggregates consumers and contractors.
- Took time off to spend with family.
- Planning to build next company.
Private Equity Partner
Your Story:
- Owns and operates several businesses.
- Plans to sell a business.
- Needs tax and estate planning, investment, and philanthropy advice.
Institutions and Foundations
Your Story:
- An organization with the need to preserve the financial corpus and generate cashflow to achieve the mission of the organization.
- Work with investment team to define solutions to meet objective and construct an Investment Policy Statement (IPS).
- Fiduciary partnership for investment strategy, portfolio implementation, and a regular communication rhythm
A Holistic Process to Wealth Management
Benchmark management uses an extensive, holistic process for clients to provide peace of mind and assurances that they will achieve their goals and aspirations. The Benchmark management holistic process is much more than a typical diversified market allocation. It is a rigid process to discover all a client’s needs, to provide top-in-class solutions, to make optimal investments, and to manage the relationship with extraordinary service.
