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COMPLEXITY MANAGEMENT

When ultra-high net worth individuals manage their own family’s affairs, the concentration of time and resources necessary are on par with running a sophisticated business and the head of the family becomes the de facto CEO. Read More

CAPITAL ALLOCATION

Your customized portfolio is backed by research, rigorous due diligence, and access to private investment opportunities, with intelligent capital allocation that aligns to your overall objectives. Read More

LEGACY PRESERVATION

The wealth you’ve built should be a positive influence on your future generations, mindful to preserve your estate, assets, family values, charitable interests, and vision for the future. Read More

DO YOU NEED A FAMILY OFFICE?

The critical responsibility of managing your family’s wealth requires a proven team with your best interests as their guiding principle.

You know that nothing is more valuable than having the proper guidance from a team focused on the exact issues facing you and your family. A team that combines the resources, experience, and intelligence of our advisors and researchers all focused on your family’s goals and dreams.

THE BUSINESS OF MANAGING EXTRAORDINARY WEALTH

Whether built over time or overnight, significant wealth can provide you immense joy through financial independence and life opportunities, but can also demand great sacrifice.

Perhaps your loved ones rely on you to “steer the ship,” causing strain on your time and family dynamics. Maintaining cooperation among your family members may become challenging or even seem impossible.

Although extremely successful in your chosen field, you may find yourself frequently tasked with making decisions about your family’s wealth that may be outside your areas of expertise.

With finite time in each day, how do you wish to spend it? Managing your family’s wealth and its complexities, or exploring other interests and new ventures?

Let’s have a conversation.

We welcome the opportunity to discuss your specific wealth challenges.
Call Michael Harris at 410.403.2664, email mharris@verdence.com, or complete the adjacent contact form.

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    • Why Verdence
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    MARYLAND
    50 Schilling Rd
    Suite 300
    Hunt Valley, MD 21031
    Office: 410.472.5380
    Toll Free: 888.698.6698

    VIRGINIA
    44 Canal Center Plaza
    Suite 550
    Alexandria, VA 22314
    Office: 703.468.2716
    Toll Free: 888.698.6698

    CALIFORNIA
    Office: 610.390.7782
    Toll Free: 888.698.6698

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