Private Wealth Office


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A Private Wealth Office is a team of highly skilled individuals providing expert advice and exceptional service to wealthy families.

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Private Wealth Office

  1. 1. PRIVATE WEALTH OFFICE Integress Financial, LLC 10785 W. Twain Ave. Suite 120 Las Vegas, NV 89135 (702) 425-7211
  2. 2. PRIVATEWEALTHOFFICE “What is a Private Wealth Office?” A Private Wealth Office is a team of highly skilled individuals providing expert advice and exceptional service to wealthy families.
  3. 3. UNDERSTANDINGWEALTHYFAMILIES Survival Significance Success Stability Most people progress through multiple life stages Days Years Months Decades People think and plan in different timeframes depending on their stage in life. People experience different stages throughout their life.
  4. 4. SERVICECAPABILITIES Wealthy families have a unique set of needs and wants • Asset Protection • Financial Planning • Debt Management • Investments • Private Banking • Tax Minimization • Philanthropy • Legacy Planning
  5. 5. SERVICECAPABILITIES(EXPANDED) Asset Protection Account Titling Proper Structuring Beneficiaries Financial Planning Customized Strategy Business Planning Real Estate Advice Investments Capital Preservation Income Growth Debt Management Debt Analysis Structuring Reduction Planning
  6. 6. SERVICECAPABILITIES(EXPANDED2) Philanthropy Planned Giving Structured Giving Activism Legacy Planning Life Insuranace Account Structuring Strategic Gifting Private Banking Cash Management FDIC Limit Maximization Asset-Based Lending Tax Minimization Tax Favorable Accounts Tax Favorable Investments Proactive Tax Planning
  7. 7. SERVICEMODELS Bundled Planning Advice Investment Management Fee Schedule Advice Only Research Analysis Recommendations Fees Project-Based Hourly Monthly Retainer Under $1 million 1.50% $1 million - $2 million 1.25% $2 million - $ 5 million 0.90% Over $5 million Custom
  8. 8. BIOGRAPHIES JAMES R. PETERS, CFA, CFP CHIEF EXECUTIVE OFFICER & MANAGING PRINCIPAL James leads Integress Financial, overseeing portfolio management, client financial advisory and business strategy. Prior to co-founding Integress, he was a Senior Investment Associate at The Private Banking and Investment Group of Merrill Lynch & Co., where he managed more than a hundred million dollars of client assets, and was responsible for client communications and financial planning. James holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. He received a BS from UNLV, majoring in both Financial Services and Managerial Finance. DOMINIC J. RODRIGUES, CFA CHIEF INVESTMENT OFFICER & FOUNDING PRINCIPAL Dominic oversees asset allocation, risk management and investment strategies. Prior to co-founding Integress with James, he spent more than 15 years in corporate development and investment management in industries such as aerospace & defense, biotechnology, environmental services, information technology, asset management, and finance. Dominic has successfully raised, invested, & managed hundreds of millions of dollars through portfolio management, private equity, trading, and venture capital activities. He holds the Chartered Financial Analyst (CFA®) designation. Dominic received an MBA in Finance from The Wharton School, an MSc in Economics from The London School of Economics, dual SMs in Chemical Engineering and Technology & Policy from the Massachusetts Institute of Technology, and a BASc in Engineering Science from the University of Toronto. DAWSON J. WHITE, CRPC CHIEF COMPLIANCE OFFICER & PRESIDENT, WHITEROCK FINANCIAL Dawson oversees all aspects of compliance and regulatory requirements for Integress Financial. He also is President and founder of White-rock Finan-cial, a Registered Investment Advisory firm (RIA), licensed in both Nevada and New York. Dawson began his career in wealth management as a Financial Advisor with Merrill Lynch. Dawson received an MBA from The University at Buffalo and a BS in Business Management from Fairleigh Dickinson University. He is a Chartered Retirement Planning Counselor (CRPC®).
  9. 9. DISCLOSURES Investment products, insurance and annuity products: Are Not FDIC Insured I Are Not Bank or State Guaranteed | May Lose Value Are Not Deposits | Are Not Insured by Any Federal Government Agency | Are Not a Condition to Any Banking Service or Activity Securities and advisory services offered through Whiterock Financial, LLC, a Registered Investment Advisor. © Copyright 2013 Integress Financial. All Rights Reserved. The information contained herein is not intended to be relied upon as investment advice, a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Past performance is no guarantee of future results. This presentation is courtesy of: Integress Financial 10785 W. Twain Ave. Suite 120 Las Vegas, NV 89135 702-425-7211