What We Do
We endeavor to make your life easier.
We are in the client service business. It is the foundation of what we do. Our clients look to us as an extension of their financial needs.
Bespoke Strategies
We provide holistic, goal-based advice through a process—not product sales—to help clients achieve their objectives.
At EQV we design bespoke investment strategies with an emphasis on private investments. We do not sell products or receive commissions. Taking extensive measures to reduce any conflicts of interest, our success is aligned with our clients’ success.
Our Process
Proactive, not reactive.
We provide comprehensive financial planning and proactive estate and income tax management. We deliver consolidated reporting to afford clients a complete picture of their financial world.
Client Services
Alignment
Since we have no other sources of revenue than the fees for our advice, we are aligned with our clients and incentivized to deliver on their objectives. Success is defined by relationships over decades.
Service Mentality
High-touch client service is the foundation of our business. Whether owning the execution process or analyzing external service providers, we are built to take on as many of our clients’ burdens as possible.
Proactive Advice
We actively develop ideas for ongoing income generation and estate tax mitigation through intentional asset location and the use of appropriate vehicles designed to create options.
Risk Management
Given the nature of our clients, our primary mandate is capital preservation. We build our planning and investing practice around risk mitigation on multiple levels. In-depth evaluation of your estate and guidance on the tools to protect your personal assets at various stages in your financial journey.
Consolidated Reporting
We provide simplified, comprehensive reports covering balance sheets, cash flow, estate planning, and more.