(Relve Financial)

Service Suite

Bespoke and insightful services as standard.

Relve Financial delivers integrated advisory across investment strategy, family governance, global risk management and the operational infrastructure required to preserve wealth across generations.

Every family faces distinct challenges shaped by how their wealth was created, where it’s held, who will steward it next and the objectives driving decisions today. Our multidisciplinary approach combines consulting principles with investment expertise to address the interconnected dimensions of modern wealth management.

Core Services

What you need, when you need it.

Wealth Strategy & Investment Management

Building wealth is one challenge. Preserving and strategically deploying it across generations is something else entirely.

Relve Financial approaches investment management as an extension of strategy, not a standalone function divorced from everything else affecting your wealth. We construct portfolios in line with how families view risk and liquidity along the time horizons that shape their own futures.

  • Investment philosophy development and policy statement creation
  • Strategic asset allocation across public markets, private investments, and alternatives
  • Manager selection and due diligence
  • Direct investment and co-investment evaluation
  • Performance monitoring and attribution analysis
  • Investment committee design and governance frameworks
  • Consolidated reporting across all holdings

Global Intelligence & Risk Management

Operating across borders creates opportunity. It also creates exposure to risks that domestic-focused advisors rarely see coming.

Relve Financial approaches risk management as forward-looking intelligence. We embed geopolitical analysis, regulatory monitoring and scenario planning directly into how your wealth is structured and positioned. In this way, Relve Financial translates global complexity into strategies that protect your family’s interests before disruption arrives.

  • Geopolitical risk assessment and portfolio positioning
  • Cross-border regulatory monitoring and compliance
  • Multi-jurisdictional structuring and optimization
  • Currency strategy and hedging
  • Scenario planning and stress testing
  • Privacy and information exchange protocol management
  • Residency and citizenship planning

Family Governance & Succession Planning

Creating wealth requires vision and discipline. Preserving it across generations demands something more: frameworks that align family members, engage the next generation and navigate transitions without fracturing relationships.

Relve Financial approaches governance as the foundation that enables everything else to function smoothly. We design decision-making structures, succession processes and family education programs that balance professional rigor with the unique dynamics shaping your family – preventing conflicts before they calcify into irreparable divisions.

  • Family council and committee design
  • Family constitution development
  • Decision-making authority and escalation processes
  • Next-generation education and engagement programs
  • Succession planning for family leadership and business ownership
  • Conflict resolution mechanisms
  • Values alignment and mission statement development

Tax & Estate Planning

Every investment decision has tax consequences. The question is whether those consequences enhance your strategy or quietly erode returns over time.

Relve Financial approaches tax planning as integral to wealth management. We coordinate with specialized counsel across jurisdictions to structure holdings efficiently, minimize transfer taxes and position your wealth for seamless intergenerational transition.

  • Domestic and international tax planning
  • Estate and gift tax minimization strategies
  • Trust and foundation structure design
  • Cross-border wealth transfer planning
  • Tax treaty navigation and compliance
  • Loss harvesting and tax-efficient asset location
  • Generation-skipping transfer planning

Philanthropy & Impact Investing

Wealth creates choices. Relve Financial helps families architect philanthropic strategies that reflect their principles while maximizing tax efficiency and measurable impact.

How families deploy capital for social impact reveals as much about their priorities as any investment decision in their portfolio. Yet philanthropy at scale presents challenges that need dedicated oversight: structuring giving efficiently, measuring outcomes rigorously and engaging the next generation in stewardship that endures.

  • Donor-advised fund and private foundation evaluation
  • Charitable giving strategy and tax optimization
  • Impact investment identification and measurement
  • ESG integration and sustainability screening
  • Grant-making frameworks and due diligence
  • Next-generation philanthropic engagement
  • Multi-jurisdictional charitable structure design

Our Impact

Administrative & Family Office Operations

Managing significant wealth generates administrative complexity that consumes time and attention better spent elsewhere.

Relve Financial approaches operations as infrastructure that should remain invisible until you need it. We alleviate the burdens of bill payment, household coordination, insurance management and lifestyle services with discretion and speed.

  • Bill payment and expense management
  • Household staff coordination and payroll
  • Insurance review and policy management
  • Lifestyle and concierge services
  • Travel coordination and security arrangements
  • Education planning and school selection support
  • Healthcare coordination and medical advocacy
  • Property management oversight

Real Estate & Tangible Assets

Properties, art collections, yachts and aircraft require specialized attention. Neglecting any dimension creates risks and missed opportunities.

Relve Financial approaches tangible assets as part of your total wealth picture, not isolated holdings managed in fragmentation. We coordinate acquisitions, oversee management and structure ownership appropriately, ensuring each asset receives expert attention without overwhelming your time or creating operational headaches.

  • Real estate acquisition and disposition strategy
  • Property management coordination
  • Art and collectibles advisory
  • Luxury asset management (aircraft, yachts, vehicles)
  • Title and ownership structuring
  • Valuation and insurance coordination

Technology & Cybersecurity

Digital infrastructure should enable sophisticated wealth management, not complicate it.

Many families operate with fragmented systems that create inefficiency and expose sensitive information to unnecessary risk. Relve Financial approaches technology as essential infrastructure requiring the same rigor you demand elsewhere.

  • Portfolio management and reporting platforms
  • Cybersecurity assessment and protection protocols
  • Data privacy and information security
  • Digital asset custody and management
  • Technology vendor selection and oversight
  • Automated compliance monitoring systems

Get in touch

We structure engagements to address your specific circumstances, whether you need comprehensive oversight or targeted expertise in particular areas. Contact us to discuss which services align with your family’s needs.

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