OUR SERVICES
FAMILY OFFICE
Silverleafe Capital Partners, LLC, through our partnership with Fidelity Family Office Services, affords family office clients unique access to our infrastructure and resources enabling families to have their own virtual investment firm. Silverleafe leverages the talents and resources Fidelity has assembled to serve wealthy family clients. A shared approach with clients gives families greater control, visibility, input and validation over their wealth.
The foundation of our client relationship is our ability to work with a family’s existing investment structure including multiple custodians and investment managers. Many families deploy their assets with a variety of brokerage firms, investment managers, hedge funds, private equity funds and direct investments. Silverleafe has the capability to integrate a portfolio reporting structure which consolidates holdings, income, performance and tax information.
Having the ability to view detailed, consolidated reports across custodians is powerful decision making information.
OUR EXPERTISE
Our family office services offer institutional-grade infrastructure with boutique flexibility — giving families control, insight, and confidence across even the most complex investment, reporting, and estate structures.
Speak to our trusted advisors, call our team on (901) 259-3345 or use our contact form below and one of our team will be in touch to discuss your goals.
CLIENT TESTIMONIAL
“When we sold our family business, we needed guidance we could trust. Silverleafe handled everything from reinvesting the proceeds to helping us plan for future generations.”
“They understand my mindset and what it’s like to build something from the ground up and look to protect it. Their advice is grounded, never rushed, and always honest.”
“We’ve worked with Silverleafe for over a decade. They understand our family’s unique needs and have been instrumental in helping us preserve and grow our wealth across generations.”