Strategic Partners
Beyond the Portfolio.
Investment decisions rarely exist in isolation. Some questions call for independent specialists outside the advisory relationship.
An Independent Network
Specialists engaged independently.
Where appropriate, Maceratio may introduce clients to independent professionals and organizations with relevant expertise. The client engages and evaluates each specialist independently.
Legal
Independent attorneys for entity, family, transactional or other legal matters outside investment advisory services.
Tax Accountant
Independent tax and accounting professionals engaged directly by the client where tax considerations arise.
Real Estate
Independent real estate professionals for property-related questions that sit outside Maceratio's advisory services.
Insurance
Independent insurance specialists for risk-transfer needs identified by the client.
Banking
Independent banking relationships for cash management, credit and custody needs.
Estate
Independent estate professionals for wealth transfer, succession and family-planning considerations.
Accounting
Independent accounting professionals for reporting and bookkeeping requirements.
Directory
Network organizations.
Network organizations are listed only once factual information and disclosures have been supplied and reviewed.
Status
No independent network organizations are listed publicly at this time.
Specialists engaged independently.
These services are provided independently by third parties and are not investment advisory services provided by Maceratio unless expressly stated otherwise.