Beyond Asset Management

Work closely with a client’s estate lawyers and tax accountants to ensure a consistent strategy

Assist clients in evaluating other third-party managers, including hedge funds and private equity funds

Maintain investment records and consolidate holdings in order to provide a comprehensive view of all assets under management, irrespective of firm

Advise on charitable trusts and gifting strategies

Analyze and value private companies for direct investment opportunities by our clients

For accredited investors who are willing to sign a PIPA, Rockingstone offers the ability to co-invest with principals in real estate, venture capital investments; private equity and hedge fund opportunities on a deal-by-deal basis; to date clients have invested more than $65 mil .