We have Valuable Experience 

Case Studies

Client situation

Divorcees

This client was getting divorced but had not been as actively involved in the financial affairs of their family. 

Goals

They wanted guidance throughout the divorce settlement process to ensure equitable treatment and conduct a thorough financial analysis of the assets, with a focus on dividing them in a tax-efficient manner.

Having been less involved in financial matters in the past, they sought a reliable and trustworthy advisor to guide them, manage their funds, and provide financial advice on various topics.

Our Guidance

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Professional Adviser Team

We assisted in assembling a well-coordinated roster of advisers, including an estate attorney, insurance expert, and CPA, who collaborated seamlessly and provided the client with recommendations to consider. 

Consolidated Reporting

Our online reporting systems allows consolidated reporting including the tracking of private investments and cash flows, with access to reports available on our private client portal 24/7. 

Financial Data Aggregation

We serve as the middleman, we efficiently track and collect tax statements (1099s, K-1s) for all family investments, and then directly deliver them to the family’s accountant. This streamlined process results in significant time and cost savings.

Access to Deal Flow

Our connection to the family office space allowed us to bring unique private investments to the family in areas including direct deals in private credit, venture capital and real estate.

Expertise in Hard Assets

We helped secure the storage of physical gold and silver in Brinks-equivalent vaults in both the US, Zurich, and Singapore.  This ensures their metals are held securely outside of the banking system.

Financial Modeling

We developed cash flow and wealth projection models to provide peace of mind on their path forward.

Wealth Transfer

We assisted our client with their desire to provide for a child with a disability while also supporting their adult children by purchasing their own homes. 

Liability Protection

We recommended a comprehensive insurance review, ensuring our client’s adequate protection at the most cost-effective rates.

Education

Our client sought executive-level education and placed their trust in our team of advisers to provide essential guidance and advice.

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225 W. Jefferson Ave., Suite 2
Naperville, Illinois  60540

Why Windrock

Our Services

Our Clients

Our Research

Our Economic Views

We are economic thought leaders following the free-market oriented Austrian economics, whereas most advisors follow Keynsian Economics and tout the merits of money printing and government intervention. Global central banks have printed tens of trillions of dollars out of thin air as global debts exploded. Yet most advisory firms act like this is just another “normal” investment environment and allocate capital the way they’ve always done so. In our opinion, this is not a normal environment and requires an acute understanding that the pillars of the world are now built on a mirage of bubbles with serious consequences for growing and protecting wealth.

In an attempt to offset continued economic weakness, governments are reacting with spending, debt issuance, and intervention in the economy on a scale without precedent in modern history. Although these policies may buy time, they cannot solve the underlying issues. Ultimately, governments will repay debt with their last remaining option – printing more money. As money floods the system, this will drive inflation higher despite continued weakness in the economy.

Under these circumstances, the current conventional model of a static bond and stock mix will fail. It will fail investors in realizing reasonable returns. It will fail investors in preserving their purchasing power after inflation. And it will fail investors in protecting their capital and securing their retirement.

The conventional experts do not foresee such risks. But these same experts missed the prior 2000 tech bubble and 2008 housing and stock bubble.  Today they are missing the bubble in government debt and the ramifications of unbridled money creation. WindRock understands these issues and positions clients to not only minimize their risk associated with these dangers, but to profit from them.