Since our inception as a small global macro research shop in 2004, our work has revolved around solving one key question:
How best to manage investments for wealthy entrepreneur business people and families?
The question might seem elementary but to this day a large number of wealthy families -including many operating their own family offices- fail to manage their investments in a way consistent with a prudent strategy for wealth accumulation.
Research shows that a majority - not a minority- of wealthy families end up losing large portions of their wealth even before first and second generation transfers. Less than 38% regain the positions they had once achieved; a statistic that repeats with surprising consistency across both emerging and developed markets regardless of the size and perceived strength of the wealth involved.
Many of us have been close witnesses to such loss: Relationships, clients of former employers, even, for some, close family members. These are the experiences that have brought us together as Harbor Ithaka, that drive our commitment to our clients and our search for solutions.
Harbor Ithaka Wealth Management is all about making sure that what our clients have constructed and accumulated over the years -what their work and families have come to stand for- is adequately protected. Not only against the myriad of risks out there, but also from complacency and misguided advice.
We offer a series of services and portfolio strategies designed to assist ultra high net-worth clients, single-family offices and select financial institutions in the understanding and management of the risks embedded throughout their investments.
From our wealth consulting and portfolio monitoring services to the particular methodology used in our global market research work and our portfolio strategies, together comprise a toolset designed to support the management of complex estates.
Investment portfolios for liquidity management and fixed income diversification
Detailed multi-level analysis & monitoring of portfolios of financial investments
Global markets research and macro-risk guidance
Investment process consulting for SFO's & institutions
Estate-wide risk consulting and management
Harbor Ithaka WM is a US Registered Investment Advisor. Tel: +1 (305) 755 7600 firstname.lastname@example.org
Headquartered in Miami. Satellite office in New York City.