Chequers Financial Management provides tailored advisory services to ultra-high-net-worth individuals and multi-generational families. Services include wealth transfer strategies, financial planning, and investment management. They offer a Personal CFO/Corporate Executive Service for clients with $5M-$75M net worth and a Multi-Family Office Service for wealthier clients. Financial planning covers investment, retirement, estate, tax, education, and insurance planning.
Assets Under Management$1.1B
Clients246
Advisors9
Avg. per Client$4.3M
Avg. per Advisor$120M
www.thewealthintersection.com ·www.chequersfinancial.com ·www.linkein.com/company/chequers-financial-mana...
Fee Structure
Minimum Investment:$2M
Chequers Financial offers investment management services for an annual fee based on the value of your portfolio. The fee will not exceed 1.50% per year. The fee is calculated quarterly, and may be negotiable.
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