Chequers Financial Management provides bespoke wealth management and investment advisory services to ultra-high-net-worth individuals, multi-generational families, trusts, estates, and charitable foundations. The firm offers two main service levels: a Personal CFO and Corporate Executive Service for clients with a net worth between $5 million and $75 million, and a Multi-Family Office Service for clients with complex multi-generation requirements. Services encompass intricate wealth transfer strategies, tax and estate planning, retirement planning, charitable giving, education planning, real estate analysis, insurance evaluation, and discretionary investment management. Chequers Financial Management primarily utilizes passively managed asset class and index mutual funds, exchange-traded funds, and alternative investments, while retaining absolute client discretion over financial planning implementation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee varies but will not exceed 1.50%. Fees are negotiable on a case-by-case basis.