Our clients come from different businesses, backgrounds and cultures. The vast majority are self-made entrepreneurs who have a passion for growth and progress. Their best investment is their business, and greatest love is their family.
WHY BUSINESS OWNERS
Our specialization, serving business owners, allows us to deliver exceptional value above and beyond the traditional models of wealth management and family offices. We find that as a client’s wealth and complexity exceeds certain thresholds, so does their need for a more advanced and integrated service offering.
To qualify for client membership, we request the following:
1
New clients must be referred to AltruVista by an existing client, professional alliance (CPA, Attorney, Banker, etc.), professional organization (YPO, EO, Vistage, Strategic Coach, etc.) or trusted contact of the firm. A reference from one of these parties may also be sufficient.
2
New clients generally meet at least one of the financial criteria below:
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Net-worth in excess of $20,000,000 (inclusive of business value)
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Annual income in excess of $2,000,000 (EBIDTA + all income sources)
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Portfolio assets in excess of $2,000,000
3
New clients under the age of 45 generally meet at least one of the financial criteria below:
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Net-worth in excess of $10,000,000 (inclusive of business value)
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Annual income in excess of $1,000,000 (EBIDTA + all income sources)
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Portfolio assets in excess of $1,000,000
