Integrated investment management, multi-family office services, and planning for business owners and their families — coordinated under one fiduciary relationship.
ParkHaven serves families, founders, and executives whose financial lives require deeper coordination — investment management, tax-aware planning, trust and estate, philanthropic strategy, private banking, and family reporting, organized through a single advisory relationship. For families whose complexity calls for it, that extends to full multi-family office services.
The ParkHaven investment office framework is designed around policy, risk, liquidity, access, tax awareness, manager review, and clear reporting. The goal is not activity. The goal is thoughtful construction and disciplined oversight.
Strategic allocation, tactical flexibility, manager selection, liquidity planning, concentration review, and risk budgeting.
Coordination across custody, banking, lending, reporting, private markets, and external investment resources.
Investment policy, suitability, implementation, review cadence, and a clear process for decision making.
Clear communication around what is owned, why it is owned, where risks exist, what liquidity is available, and how the portfolio supports the broader plan.
Tax, estate, philanthropy, and significant collections — organized around your intent and coordinated with your CPA, attorney, and specialists.
Year-round, multi-year tax awareness coordinated with your CPA across income, gains, and liquidity events.
Estate structure and titling organized around your intent, coordinated with your attorney across generations.
Charitable giving structured to reflect your values and fit thoughtfully within the broader plan.
Significant collections reflected in your estate, insurance, and liquidity planning, with specialist coordination.
Sourcing opportunities not typically available to individual investors, with access to a curated ecosystem of private market opportunities.
Direct and fund access to private companies and strategies beyond public markets.
Structures chosen for after-tax outcomes, not just headline returns, within the broader plan.
Direct and co-investment access to institutional-quality real estate.
Opportunity-zone strategies that can defer and reduce tax on realized gains.
Flexible debt and equity capital arranged around a specific objective or transaction.
Access to mature private-equity positions through the secondary market, often at compressed timelines.
A vetted shortlist of fund managers, diligenced rather than sold off a shelf.
As an investment adviser, ParkHaven owes its clients a fiduciary duty under the Investment Advisers Act of 1940. Advice begins with the client's interests, objectives, risk profile, liquidity needs, tax sensitivity, and family priorities. A fiduciary relationship should be transparent, documented, thoughtful, and supported by full and fair disclosure of any material conflicts of interest.
A high-net-worth financial advisor relationship is reflected in process, documentation, disclosure, communication, and the discipline to evaluate alternatives through the client's needs first.
ParkHaven's role is to help clients compare options, understand tradeoffs, coordinate specialists, and make decisions with clarity. The goal is to bring order, discipline, and transparency to complexity.
Recommendations should begin with the client's objectives, not with a predetermined platform, product, or provider.
Clients deserve to understand why a strategy is being considered, what tradeoffs exist, and how it fits into the broader plan.
A fiduciary standard should be supported by careful documentation, regular review, conflict awareness, and a clear advisory rationale.
Estate attorneys, CPAs, insurance professionals, lending partners, and investment resources should work from a shared understanding of the family's goals.
As an investment adviser, ParkHaven owes its clients a fiduciary duty under the Investment Advisers Act of 1940. Advice must begin with the client's interests, objectives, and circumstances — a legal standard, not a marketing phrase.
No. ParkHaven coordinates with each family's attorneys and tax professionals rather than replacing them. The role is to organize priorities, prepare the financial picture, and help ensure investment structure and planning decisions align with the counsel those professionals provide.
ParkHaven provides integrated portfolio management, tax-aware planning, trust and estate coordination, philanthropic strategy, private banking coordination, and family reporting — organized through a single advisory relationship, with multi-family office coordination for families whose complexity calls for it.
Fees are generally based on assets under management and the scope of services involved. ParkHaven's fees and compensation are described in its Form ADV Part 2A, available on the Disclosures page, and discussed openly in an introductory conversation.
Throughout the year, alongside investment and planning decisions, so opportunities aren't missed and surprises are minimized at filing time.
No. We coordinate closely with your attorney and align the estate structure with your investments and overall plan.
It depends on your goals and tax situation; we help weigh vehicles like donor-advised funds and appreciated-asset gifts with your CPA and attorney.
No. We coordinate with qualified specialists and make sure collections are reflected in your overall plan, insurance, and estate structure.
This information is educational in nature and should not be considered legal, tax, or investment advice. Please consult your own professional advisors regarding your specific situation.
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