Family Offices/RIAs

Nu Paradigm offers Family Offices and RIAs the unique ability to jointly provide their high net worth clients with institutional portfolio management techniques learned by our Principals during their combined 50-plus years of experience.  By offering an institutional mindset, we can collaborate with Family Office and RIA professionals to provide a different approach to wealth management services that addresses their clients’ unique and specific investment, tax, philanthropic, and/or wealth transfer goals, and do so with a strong emphasis on reducing costs.  Furthermore, collaborating with Nu Paradigm provides proven experience in uncovering and not overpaying for managers who are able to deliver above market returns. Within this structure, we work with and treat the Family Office and RIA as our client to fully align interests and collaboratively implement solutions based on their clients’ individual risk tolerances and return expectations.