Terrace Creek Capital
Helping you manage and expand your financial opportunities ™
Terrace Creek Capital offers independent, unbiased guidance to high net worth families, foundations, and non-profit organizations.
Our suite of consulting services focus on the core tenants of success in managing your financial responsibilities:
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Investment Management Consulting
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Family Office Consulting
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Financial Consulting
We can work with you on comprehensive solutions or individual projects designed to satisfy your particular needs.
Today's financial and investment environment is more complex and volatile than ever before.
Terrace Creek Capital, based in New York City, was founded to support families, foundations, and non-profit organizations in managing and expanding their financial opportunities.
At Terrace Creek Capital, we deliver objective, independent, guidance and advice that is customized for you to either develop or augment your specific needs.
We believe comprehensive planning and timely implementation are cornerstones of success. Whether you are looking to establish a new program or project, or expand on a current one, we will be happy to consult with you to discuss your individual situation and design a program to meet your needs.
As your partner, we commit to offering you a conflict-free, unbiased perspective that only an independently owned entrepreneurial environment can deliver.
Philosophy
Investment Management Consulting
Investment Management Consulting Services provide tailored solutions to you for your investment program.
We believe three components are essential for the successful integration of multiple-service providers within an investment program.
Our suite of Investment Management Consulting Services focus on these three essential components:
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In the Governance Module, we develop an overall strategic investment plan, an Investment Charter, an Investment Policy Statement and an Operational Process and Guidelines Manual.
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In the Investment Strategy Module, we work with you and your advisors to design a long-term strategic asset allocation and conduct pre and post-manager selection reviews.
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In the Performance Oversight Module, we focus on performance and risk management by continued monitoring of investment strategies and managers to ensure performance is in line with risk taken and guidelines mandated.
We are available to meet with you to discuss these modules in detail and how we can help you create or augment your investment program.
Family Office Consulting
Family Office Consulting Services provide a suite of services to support your family office in managing and expanding your family's financial opportunities.
Today, families work with quite a few subject matter advisors in areas of Accounting,
Legal and Estate, Trustees, Private Bankers, Brokers, and Financial Advisors. However, the majority of the time, these advisors work independently of one another, and may deliver conflicting results when combined.
As your outsourced Family Office Consultant, we will work with you to coordinate varying strategies from your professional advisors and develop a comprehensive integrated strategy that maximizes your family's interests.
Our independent, unbiased, conflict-free guidance ensures that your family will be acting upon a comprehensive, multi-advisor coordinated strategy that is designed with YOUR best interests in mind.
Our Family Office Consulting Services, in conjunction with your subject matter experts, include:
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Development of Intergenerational Wealth Transfer Strategies
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Orchestration and Implementation of Estate Planning Strategies
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Design of Educational Programs for Next-Generation Family Members
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Management of Wealth Strategy Framework to Ensure Best Asset Location
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Development of Philanthropic Strategies that Achieve Your Family's Goals and Interests and Maximize Tax Efficiency
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Coordination and Leadership of Family Meetings and Executive Committee Sessions
Financial Consulting
Financial Consulting Services provide support or guidance to clients who have limited staff or expertise within finance-related areas.
We are here to help you supplement your existing staff or explore additional areas of expertise.
Past Financial Consulting projects include:
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Development of business plans
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Strategic positioning of business units
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Cash flow analysis and management program
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Budget development
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Balance sheet restructuring (asset and liability maximization)
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Product gap analysis
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Investment product design
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Product management
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Strategic implementation plans
We are available to meet with you to discuss your specific needs and how we can help you meet your objectives and deadlines.