Your Private CFO, CIO and Financial Concierge
Wiss Family Office is a financial advisory boutique, curating solutions for all issues related to your family and the complexity that wealth brings with it. We are dedicated to working with family business owners, entrepreneurs and executives – in short, innovators – and their families to provide fully integrated solutions that:
Our clients benefit from the combined expertise of Wiss & Company LLP and Wiss Private Client Advisors – acting as Chief Financial Officer and Chief Investment Officer across all seasons of their lives and varying business cycles.
“With Risk Management as the crux of our business, we create custom financial strategies integrated with tax planning to simplify the complexity created by wealth across generations.”
Fiduciary Relationship–First and Foremost
As a registered investment advisor, as opposed to a brokerage firm, we do not represent any specific investment products, nor do we benefit from third party investment revenue sharing. We earn an asset management fee.
Our focus is your long term goals…however you define them
Over the years, we have learned from our clients that the key to every successful wealth creator was their ability to embrace the future, focus on the details and execute with unwavering discipline. We apply those same principles when working with you and your family.
Our approach is proactive. We listen. We probe.
As your trusted partner and advisor, we systematically revisit and adjust your plan to reflect any planned or unforeseen changes in your life.
We understand the institutional flows and multi-asset dynamics driving markets and volatility from our first-hand experiences at some of the world’s most innovative financial firms. Today our success depends on our ability to identify, assess and manage risks for your family in the context of the bespoke financial plan we have partnered with you to create. We take a long-term institutional approach to risk management and partner with some of the best institutional managers in each asset class that the world has to offer to create portfolios in order to protect and grow your hard-earned wealth and reach your long-term goals.
Proprietary papers and writings are the opinions of Wiss. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Wiss does not guarantee their timeliness or accuracy.
NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES
All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinions expressed on this Site constitutes an offer by Wiss to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
The content of the Wiss website on the Internet are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.
LINKS TO THIRD PARTY WEBSITES
This Site may contain links to other websites, including links to the websites of companies that provide related information, products and services. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Wiss. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Wiss does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Wiss.
THIRD PARTY RANKINGS
Third party rankings and recognition from rating services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the advisor, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition.
OUR RIGHTS IN THIS SITE
DISCLAIMER OF REPRESENTATIONS AND WARRANTIES
THIS SITE IS PROVIDED ON AN “AS IS”; AND “AS AVAILABLE”; BASIS. WISS MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS SITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS SITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS SITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS SITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.
Wiss Private Client Advisors, LLC
Attention: Chief Compliance Officer
354 Eisenhower Parkway, Suite 1850
Livingston, NJ 07039
Our Private Client Services
We provide custom financial strategies that integrate with tax planning–simplifying the complexity created by significant wealth across generations.
*Investment advisory services provided by Wiss Private Client Advisors.
Our Trust & Estate Services professionals provide guidance on estate, gift and income tax planning. We work with our clients to develop an overall plan to protect their assets and achieve their objectives for both the short term and for future generations.
Comprehensive back-office support with real time data and financial visibility.