Prossimo Advisors provides tailored advisory services to high net-worth clients, including business owners, focusing on wealth management, investment oversight, succession planning, and liability protection. Prossimo acts as a "multi-family office," streamlining complex financial structures, managing tax advisors, and proactively addressing clients' financial and personal needs. Services include due diligence on business and investment opportunities, real estate investments, and generational planning. Prossimo manages client assets, but may also oversee existing investment managers, challenging their processes and identifying emerging managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.55% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.42% |
Fees are guidelines, subject to change according to the complexity of the client’s needs, including the range of family office services provided, the number of family accounts, and the need for business oversight services. Prossimo reserves the right to charge an annual minimum fee of $10,000 for any account below $2,000,000.