Solutions
We offer a steadily expanding breadth of investment, wealth planning and personal financial administration services that can be accessed individually, or in any combination that suits the needs of our partners.
The common denominator is that each of these capabilities is designed around the needs of our client families.
Tax-Advantaged Investing
Intelligent Investment Solutions for Generational Wealth
We develop customized, tax efficient portfolios to preserve and grow the wealth you have created for lifetime enjoyment, philanthropy and future generations.
Our investment team has decades of experience in investing across public equities, private equity, private credit, and real estate. We leverage this breadth and depth of experience to source differentiated investment opportunities, utilizing our collective expertise to perform in depth research and rigorous due diligence in support of our families’ goals. This includes a tax-advantaged alternative investment platform that can support a variety of long-term objectives, including income generation, capital gains tax minimization, long-term growth, and lower volatility through portfolio diversification.
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Thoughtful portfolio construction
Minimization of layered fees and taxes
Portfolio diversification across asset classes to improve risk-return outcomes
Thoughtful implementation, including strategic asset location and tax loss harvesting
Connectivity to management and investment teams and transparency in portfolio holdings
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Technology-enabled reporting
Sophisticated analytics
Technology-enabled, real time reporting, including held away accounts and direct investments, e.g., real estate
Customized client portals
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Tax-advantaged alternative investment platform
Private credit
Venture capital
Real estate opportunity zone investing
Our Proprietary Tax-advantaged Alternative Investment Solutions
Exit & Liquidity Planning
Objective, Sophisticated Guidance for Entrepreneurs
We advise entrepreneurs and business owners on liquidity and exit strategies, synthesizing the complexities of the process and coordinating strategy at the intersection of estate, tax and investment planning.
Planning for a liquidity event or sale of your business is a complex process that typically involves many different parties, including tax, legal and banking advisors. Pennington can serve as your trusted advisor at the intersection of all of these perspectives and strategies, guiding, coordinating and optimizing your pre-sale planning. We draw upon our own experience and that of our entrepreneurial community in helping you successfully navigate the most important financial event of your life.
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Pre-sale planning
Identification and coordination of tax, investment banking and legal advisors
Business advisory services and preparation for a sale
Tax strategies for your liquidity event and succession planning
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Life after exit
Finding advisory board or operating partner roles
Supporting new business ventures
Customizing investment portfolios to support cash flow generation and achievement of lifetime goals
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Estate and legacy planning
Developing a comprehensive estate plan to preserve and transfer wealth while minimizing taxes
Educating and preparing the next generation to be thoughtful stewards of family wealth
Supporting philanthropic goals in a tax efficient manner
Personal Financial Administration
Simplify Your Financial Life and Maximize Your Time
We provide hands on administrative and operational support for our families and family office clients to simplify the day-to-day complexities of wealth and free up precious time.
We provide financial clarity and scalable, cost-efficient services that save time and money, including bill payment and accounting, cash flow reporting and household management services.
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Bill Payment
Consolidating and managing bill pay
Bank account reconciliation
Month-end transaction reports
Quarterly and annual payment summaries
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Personal Accounting
Recording payments, charitable contributions, gifting, etc.
Coordinating with tax accountants and other advisors
Detailed reporting on credit card transactions
Quarterly and annual cash flow summaries
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Household and Concierge Services
Domestic payroll services
Irrevocable life insurance trust administration
Medical claims processing
Document storage and customized reporting
Legacy & Philanthropy
We educate and guide younger generations in achieving their goals and in support of wealth continuity and family legacy.
We advise families on how to maximize their philanthropic impact in conjunction with thoughtful estate planning.
