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Threshold Group launches wealth management offering for private families

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Threshold Group is bundling a set of investment advisory and financial planning services specifically for individual families whose wealth ranges from USD5m to USD50m.



The new service offering, called Threshold Wealth Management, is designed for private individuals and families who want robust, personalised investment advice and financial planning without the complete array of additional family office services.

Threshold’s wealth management offering is a direct outgrowth of the firm’s broader family office service programme. The wealth management service model is based on household-level services often provided as part of a broader family office client relationship. At the core are services that focus on investment advice, financial planning and, in some cases, legacy or succession planning for wealth owners entering a new phase of life.

“This offering focuses on three essentials: investment needs, strategic financial planning for taxable individuals and a deeply dedicated one-on-one advisory relationship,” says Dan Geary, managing director and business leader for Threshold Wealth Management. “The depth of the service relationship and our personalised approach will be delivered across all of our client service models. The difference comes down to matching scope of services precisely to a family’s needs and priorities.”

Geary says the new wealth management offering will be “right-sized” for families who have created significant wealth, and yet need something simpler than a full-on family office model.

“Our wealth management service starts with a thorough understanding of the whole client and their hopes, dreams and fears. We listen and seek to understand what keeps them up at night and what they want to accomplish in life and beyond,” says Geary. “We tie this knowledge together with their investment strategy in a ‘goals-based’ approach that tracks success against their plan. Clients want to know if they are on the right track ‒ we help them answer that question.”

Earlier this year, the firm introduced Threshold Foundation Services, an investment advisory capability designed for private family foundations. Threshold’s original service model, called Family Office Services, remains the centrepiece of the firm’s brand.

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