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InTrust Advisors is now a boutique multi-family office. I know what you are thinking – “who cares?” However, if you give me a few minutes, I want to show you why you should care.  First, off what is a family office? “According to Forbes, a family office performs centralized management or oversight of investments, tax planning, estate planning, and philanthropic planning. Perhaps the simplest definition of a family office is an organization that assumes the day-to-day administration and management of a family's affairs.” In our case, we do those functions for multiple families thus the multi-family tagline. We are boutique in that we are small and intimate, like a boutique hotel in your favorite travel destination or an old fashion family doctor. Finally, we are virtual in the fact that we work with a group of your professionals or those outside professionals we may introduce to the process to facilitate your planning and structure management. So now the part you may care about. The answer to the question “why do I care?” The simple answer is that most advisory or wealth management firms just do basic financial planning and investment advisory for the masses. They do not offer the next level services to actually help you manage the structures they helped put in place. We can do more to help you remove those management burdens, while delivering more peace of mind. Check out this list of possible services we offer our clients in addition to wealth planning and investment advisory services:  As the complexity of our families' needs increase, so do the breadth of the services we can offer including the pinnacle of such offerings, family office services.  None of this is one size fits all! It is all customized to your needs, whether large or small.
In the case of the family office and family owned business services, we don’t even need to manage your investment assets to help you. Everything is a la carte and customized to your needs, just like a fine boutique hotel or the type of service provided by an old fashion family doctor. How can we help simplify your life today?
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For clients and interested parties, this video highlights some of the recent changes to the way we see and invest in the markets and highlights ancillary services we have added. Throughout history there have been marriages or partnerships that have been purely for convenience. Members of royal families across Europe were wedded to each other to strengthen ties, peace, safety, or political insights. Some of the most famous marriages of convenience were:
Today in the U.S. we have another kind of marriage of convenience. In fact ours is a threesome! Ooh La La! That is the marriage of the U.S. Central Bank, the Politicians and the large public corporations. That marriage goes something like this:  In this Marriage of Convenience, the Federal Reserve is a key player providing liquidity by printing dollars and keeping rates at or near zero. These low rates allow U.S. public corporations to leverage their balance sheets and then to use the leverage to buy back their stock in the public markets. These buybacks, according to ZeroHedge.com, accounted for $561 billion in U.S. Equity purchases in 2015. In an article by entitled "With Everyone Selling Stocks, Who Is Buying?" ZeroHedge.com makes the point that the main buyer right now is Corporations under buyback plans.  These stock purchases have pushed up or at least supported stock prices (along with the Central Bank programs to pump liquidity into the markets and repurchase bond holdings). This in turn has allowed corporate executives to meet certain pay package objectives for earnings per share and stock price and reap rich rewards.
The corporate buybacks have allowed those Americans with investment assets to "feel wealthier" despite the fact than many are not. This wealth affect has allowed politicians to continue to operate with impunity while leverage our futures with continued deficit spending and ever increasing national debt to GDP levels. Oh by the way, these politicians are supported through campaign contributions by these corporate CEOs (which also include the bank CEOs). Finally back to the Federal Reserve to compete the cycle. They have been given continued authority over our financial system and the green light by these same politicians to keep interest rates artificially low. You don't really think interest rates need to be this low to keep us from a decline in the business cycle do you? Interest rates are low because it benefits the Federal Reserve's owner banks. They can take even more risk with low cost capital to attempt to profit for their executives and shareholders. This Marriage of Convenience doesn’t benefit us. It benefits the Federal Reserve member banks, the Politicians and the Corporate CEOs. Each will continue to push the cycle further along until it cannot be pushed any further and ultimately bursts. The losers in this process are clear: 1) Retirees who must lower their standard of living to match historically low yields on their retirement assets; 2) The middle class who are being burdened with higher and higher tax and regulatory burdens to support the continued debt bubble; 3) The bank depositors who will pay the ultimate price when this cycle crashes to an end under the new “Bail-in” rules. 4) Our children (and their children) who will be paying for this debt binge the rest of their lives and into their grandchildren's; 5) Our founding fathers who must be rolling in their collective graves at the fact that the people are no longer represented in this process, just the greed and needs of the few. It may also soon effect each of us as the stock market bubble that started in 2009 may soon pop. Zero Hedge reported: "A big move is coming in the S&P 500 and it will take everyone’s breath away." They went on to report "This is a big battle for control. On the one hand fundamentals and technicals suggest a breakdown of size may well be in the cards, while on the other hand, continued "highly accommodative” central bank policies coupled with perhaps an incremental relative improvement in earnings....." The big question is then can this Marriage of Convenience continue or will they lose control of this business cycle and be headed for a messy break up? No one knows the answer for sure. The parties involved have already driven this market much higher and further than we would have ever imagined! The only thing we do know is to be careful (i.e. practice risk management) and that this present debt bubble cannot last forever (which is when risk management will finally provide its reward again). In its second major announcement of new client software portals in the past few months, InTrust Advisors announced the rollout of the emX Pro platform from eMoney Advisors.  According to Jeff Diercks, Managing Director, “the emX Pro platform allows us to do two things. First provide our clients with a world-class digital wealth portal where they can see their financial lives and holdings in one place and that is updated continuously.” “Secondly it provides a world class financial planning platform, whereby, we can use that updated client information to make real-time financial decisions with the client, including looking a various scenarios and their chances of success on the fly.”  “This is yet another powerful tool that allows us to serve our clients better and allows them to have access to world class technology anywhere and on any device they choose to use,” continued Jeff Diercks.
InTrust Advisors hopes to have this tool rolled out to all its clients by the end of the current quarter.  InTrust Advisors announced that they have rolled out the ModestSpark portfolio monitoring, performance and communication platform to its clients.
According to Jeff Diercks, Managing Director, “ModestSpark provides an integrated wealth reporting, document management and digital service platform for our clients that integrates with our existing portfolio management system.” He went on to say “ModestSpark is very visual, integrated and powerful. It allows our clients to view their account and performance information on the go and from any desktop, handheld or mobile device.” “We are very excited to roll out this client reporting enhancement. This is just the first of two client portals we will be releasing in Q1 2016.” |
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This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. InTrust Advisors U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
CONTACT US | PRIVACY POLICY | DISCLOSURES | VIEW OUR FORM ADV 2 A & B | VIEW OUR FORM CRS | INTRUST FAQ
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EMAIL: [email protected]
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. InTrust Advisors U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
CONTACT US | PRIVACY POLICY | DISCLOSURES | VIEW OUR FORM ADV 2 A & B | VIEW OUR FORM CRS | INTRUST FAQ
TAMPA, FLORIDA / PHONE: 813.253.2388
EMAIL: [email protected]