The investment and planning challenges faced by our clients do not lend themselves to common solutions. The TWP Private Wealth Management group is comprised of a hand-selected team of seasoned professionals who understand the unique requirements of high net worth clients. Our business is relationship-focused. We help our clients hedge, monetize, and exit positions to diversify and seek to preserve capital. This requires considerable planning and strategy. Therefore, we take a personalized and comprehensive approach to develop customized, diversified portfolios.

• Brokerage Services
  • Restricted securities transactions (Rule 144 and Rule 145)
  • Restricted collateral loans
  • 10b5-1 Sales Plans development and execution
  • Hedging and monetization transactions

• Tax and Estate Planning Strategies
• Pre-IPO and pre-M&A tax planning
• Implementation of estate planning objectives
• Sophisticated gifting strategies and vehicles to accomplish charitable goals
• Tax-efficient exercise of executive stock options

• Investment Management Consulting
  • Strategic asset allocation
  • Manager evaluation and selection
  • Open architecture platform in traditional long-only and alternative asset classes
  • Customized portfolio strategies for unique client needs
  • Ongoing portfolio evaluation and review

• Alternative Investments
  • Access to hedge fund-of-funds, direct hedge funds, and private investments
  • Wide variety of strategies and ongoing sourcing of new investments

• Corporate Client Services
  • Corporate Cash Management
  • Corporate Repurchase Plans
  • Venture Services

Diversification and asset allocation do not assure a profit and may not protect against loss. Neither TWP Private Wealth Management nor Stifel Nicolaus provides legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.