Ultra-High Net Worth Families
Artemis offers and provides a comprehensive set of wealth management services for our select UHNW clientele & to their personal foundations.
Accredited Investors
Through Artemis FP, we offer the full strength of our investment philosophy to clients with $1 million or more in net worth.
Ultra-High Net Worth Families
Artemis offers and provides a comprehensive set of wealth management services for its UHNW clientele:
- Outsourced Chief Investment Officer (“OCIO”) services
- Strategic asset allocation and dynamic portfolio rebalancing
- Manager selection, administration and due diligence
- For newly formed wealth: Turn-key solutions for those families desiring to form a family office and investment partnership structure
- For existing families: Complementary services for established families wishing to access one or more of our capabilities
- The Artemis UHNW clientele average over $50 M in assets.
Accredited Investors
Artemis FP Financial Planning, LLC, is a dedicated division for accredited investors seeking the same elevated experience and insight we’ve long delivered to larger families.
Artemis FP brings the full strength of our investment philosophy to clients with $1 million or more in net worth, combining proactive planning, access to alternative strategies, and personalized service.