PVG Family Office
With headquarters in Centennial, Colorado, and locations in Jupiter, Tampa, and Ft. Lauderdale, Florida, PVG is an independent wealth management firm focusing on a select number of ultra-affluent individuals, their families, and their companies. Being an independent firm creates substantial benefits for our clients. We are not sellers of services and products; we are buyers of best-in-class solutions.
PVG is an industry leader in investments and risk management. Our loss-averse investment approach has been utilized for over two decades. We pride ourselves on offering protection in volatile markets, value-based income investing, and long-term growth.
At PVG Family Office, we look beyond investments to provide holistic advice and coordinated strategies for your entire wealth picture, no matter how complex. Using a goals-based wealth management approach, we begin our process by conducting an in-depth evaluation of your risk tolerance, liquidity needs and overall investment goals against your chosen time horizon. While our capabilities are as varied as our client’s needs, we propose only those solutions best suited to your circumstances and objectives.
Family Office Services
- Financial And Consolidated Third-Party Reporting.
- Trust Services
- Insurance Review
- Retirement Planning
- Estate Planning Coordination
- Cash Flow Analysis
- Net Worth / Balance Sheet Reporting
- Concentrated Stock Options (executed through our custodian partner Charles Schwab & Co)
- Hedging Strategies
- Loss Averse Consultation
- Selling Programs
- Block Trading
- Tax-Minimizing Concentrated Stock Management
- Tax-Efficient Investments
- Over 100 Private Equity And Debt Offerings Through Cais (Mercer due diligence)
- Securities Lending
- Cash Management (Insured Cash Program through our Partner Cantor Fitzgerald)
- Personal And Charitable Trust Services And Administration
- Fiduciary Investment Management
