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.
