Strategic Wealth Management,
Redefined.
*as of 12/31/2024
A Differentiated Approach
Timeless,
Generational
Value
We redefine wealth management by offering a seamless blend of comprehensive financial planning, alternative investment expertise and a focus on building tax-efficient, goal-driven investment portfolios.
Whether acting as a dedicated investment advisor, or working in conjunction with other trusted advisors, we leverage decades of experience to help clients navigate the complexities of structuring, growing and preserving wealth.
Our focus on capital preservation, customized portfolio strategies, and tax-efficient structuring ensures alignment with each client’s goals, risk tolerance, and broader financial objectives.
OUR STORY
Founded on a
Shared Vision
Prōveniō (Latin): Come forth, thrive, prosper
Provenio Capital was founded in 2016 on a shared vision: to provide guidance, access to select investment opportunities, and a process-driven approach to help families manage and preserve their wealth across generations.
Our firm was born from the merging of complementary expertise: the strategic mindset of a former family office CIO and the structuring expertise of an insurance and planning specialist with close to 30 years of experience. This unique combination allows us to offer a holistic approach, pairing investment acumen with financial planning expertise to deliver comprehensive, coordinated and customized solutions for our clients.
A Comprehensive Platform for Wealth Management
Designed to deliver long-term value, first class service and bespoke alternative investments and tax-efficient solutions.
Customized Portfolios
Proprietary risk analysis with goal-focused portfolio construction.
Rigorous Due Diligence
Disciplined, quantitative, and qualitative manager vetting.
Differentiated Sourcing
Access to exclusive, idiosyncratic opportunities through deep industry networks.
Estate Planning & Structuring
Expert solutions for multi-generational wealth preservation.
Tax Optimization
Maximized returns with tax-advantaged investments and structures.
Disciplined Risk Management
Uncorrelated strategies, portfolio diversification, and a stringent due diligence process.
Philanthropic & Impact Planning
Charitable planning to maximize impact and align giving with family values and legacy goals.
Liquidity & Exit Planning
Tailored solutions for liquidity events, business exits, and wealth transfers, ensuring seamless transitions.
Insurance Analysis & Planning
Protection and growth with integrated insurance solutions.
Disclosure: Insurance analysis and planning are provided through Provenio Capital Insurance Services, a licensed insurance agency affiliate of Provenio. Provenio collaborates with tax professionals but does not provide accounting advice. Additionally, Provenio works in tandem with estate planning legal experts but does not provide legal advice.
WHY PROVENIO?
An Innovative Perspective on Wealth Management
We offer flexible, aligned access to both traditional and alternative strategies, with a focus on tax-efficiency for Entrepreneurs, Family Offices & Ultra-High-Net-Worth Individuals. Our approach is designed to provide a coordinated and customized experience for each of our clients.