Personal Wealth Management Firm for High Net Worth Investors
Trillium manages socially responsible investment portfolios for high net worth individuals and multigenerational families. We integrate environmental, social, and governance factors into our equity, balanced, and fixed income portfolios, delivering both impact and performance to our clients.
As a trusted financial advisor for high-net worth investors, our wealth management strategies pay close attention to both short and long-term tax considerations, with the goal of maximizing after-tax returns.
Our equity discipline overall emphasizes low turnover and a long-term investment horizon for individual stocks. For taxable clients, each portfolio is customized to optimize after-tax returns, by offsetting capital gains where possible and carefully monitoring gains as they are accrued.
For clients who come to us with highly appreciated securities, we map out a personalized strategy to provide diversification and if appropriate, spread gains over time. Where clients desire, we coordinate tax strategies developed to specific social goals, through gifting of appreciated assets and/or active stock ownership.
Depending on the client’s individual needs and risk tolerance, we may invest in tax-exempt bonds to create a portfolio with maximum tax-free returns.
We work closely with each client’s professional advisors including accountants, planners and attorneys, to coordinate investment gains with other taxable events.