Asset Management Services 

offer3At The Rice Partnership, we work hard to meet our clients’ investment objectives by tailoring asset management strategies to fit your individual goals, objectives, and risk tolerance. We allocate assets across a range of classes designed to grow your investments steadily. Our one-on-one, locally-based services ensure the highest levels of accessibility and responsiveness.  This attention to proactive communication helps our clients make  sense of financial markets, improving decision-making and keeping all parties in the loop and on-track.

Our services include:

  • Core portfolio investment
  • Asset management solutions
  • Administrative services such as comprehensive quarterly account reports, periodic tax information

We also offer the extensive resources of top global partners whose universe of managers and funds included in their databases are always available to our clients.  Moreover, the portfolio construction tools of these firms integrate high-quality research, manager selection and continuing analysis to provide highly-useful, highly-customized investment strategies.

Family Office and specialized services 

Unlike traditional wealth management firms such as banks, brokerages and trust companies that concentrate only on investments, The Rice Partnership also specializes in Family Office services where we oversee and manage the complex financial lives of families we serve. They may include:

  • Daily accounting and household management
  • Property management
  • Document management
  • Trust administration
  • Family education investment
  • Philanthropy

Strategic advisory services

In addition to Family Office, The Rice Partnership offers a range of advisory services that can address specific needs of our clients and helps round out a total, one-source wealth management package. Here are some examples.

  • Individuals: Tax & Estate Planning
  • Business owners: Sale, M&A, Stock sale/liquidity, Capital market options
  • Foundations/Non-profits: Advisor review and selection, Multi-manager coordination