Even within these Best in Class firms, the traditional products and services offered often did not meet our customers' needs at any level. Our frustrations compelled us to innovate products and processes which would introduce a truly client centric model from the ground up. Leveraging the strengths of the large firms from which we hailed, and attempting to eliminate the weaknesses inherent in these business models, we developed ORBIS WEALTH MANAGEMENT. Here are a few markets in which we excel.
High New Worth Clients – Most of our high net worth clients are well equipped to tackle the financial markets but generally lack the time or desire to face these issues on their own. They are looking for a seasoned professional to provide maximum effort to insure they are handling all of their financial affairs as effectively as possible. Our consultants are top notch at identifying even subtle shortcomings in your financial situation. If you are a high net worth investor and you are curious how we might be able to improve your financial situation, give us a call, and we’ll provide you a quick rundown of some of the areas where you might benefit from our services.
Hedge Fund Professionals – When we first opened the doors to Orbis a natural market presented itself that has been a cornerstone of our business. Hedge Fund Professionals – a well educated and market savvy group that at first glance would have no benefit from a financial advisor. These market mavens generally are well wrapped up in their own companies both temporally and financially, and they generally have little time to pay proper attention to their personal affairs. Most often Hedge Fund managers neglect a simple financial principle…leverage. Using insurance as leverage to solve complex estate needs can provide liquidity to heirs whose assets could be tied up for long periods of time. How much will your family need? How long will they need that liquidity? We answer these questions everyday for hedge fund managers and employees. If you have liquidity needs, contact an Orbis consultant today and let us impart some world wisdom to your firm.
Trust Administration – Trust services is about longevity, reliability, and service. Our trust company is one of the oldest and largest in the country, and our service is unmatched. Many clients have come to us over the years unhappy with how their trusts have been administered at other firms and are anxious to transfer their trusts to our firm, but were unsure how to go about the process. Allow our professionals to walk you through the ins and outs of a trust transfer. This is a complex process and if not handled carefully there could be grave taxation or integrity issues with the trust. Are you being treated fairly by your corporate trustee? Are you getting good market advice to match your trust's long term goals? Are you getting nickled and dimed every time you get a statement? Upgrade your trusts today, and call an Orbis Trust Consultant.
Charitable Foundations – Our most rewarding work comes from helping others. We find our charitably inclined patrons are no different in that regard. You work hard to support the causes for which you are so passionate, and we are passionate about helping you make the most of the funds to which you are a steward. In our experience, most charities are long on fund raising but have little practical experience when it comes to managing what they have been given. With hard work and diligence these little upstart charities became monsters overnight, and now require complex financial strategies to manage their assets as safely and efficiently as possible. Your cause deserves an asset manager that can explain the institutional investing process, walk you through an investment policy statement, and help you execute it properly and cost effectively. Is your Investment Policy Statement in line with your organizations strategic long term goals? Will you be able to accomplish your distributions efforts in the next 3 to 6 years? Your charity has much work ahead of it. Let an Orbis Wealth Professional review your policy and help you answer these tough questions.
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