We have Valuable Experience 

Case Studies

Client situation

Family Office and Heirs

The entrepreneurial family created a successful industry-leading company recently sold a majority stake in their business.

Goals

Create a family office structure to protect and both grow their family wealth and have an organization built to create a legacy instilled with important family values.

Seek alternative advice beyond traditional stock and bond portfolios to mitigate risks posed by the current economic backdrop.

Our Guidance

Add Your Heading Text Here

Professional Adviser Team

We facilitated an evaluation of their current advisers.  While their estate planner was a key adviser to the family, they needed a new accounting firm after theirs had gone through several structural changes. We connected them with a more sophisticated accountant and an independent insurance firm to optimize their financial strategy. Additionally, we linked them with a concierge medical team. 

Consolidated Family Office Structure & Reporting

Coordinating with their advisers, we established a central family holding company for enhanced tax and management benefits. Our online reporting systems provided consolidated reports across all holdings, tracking private investments and cash flows accessible through our private client portal 24/7.

Financial Data Aggregation

We streamlined their financial processes by serving as intermediaries, tracking, and collecting tax statements (1099s, K-1s) for all investments and distributing them directly to their accountant, saving valuable time and money.

Access to Deal Flow

Through our family office connections, we introduced unique private investments in private credit, venture capital, and real estate, adding diversification to their portfolio.

Expertise in Hard Assets

To secure their wealth, we arranged the storage of physical gold and silver in secure vaults outside the banking system in the US, Zurich, and Singapore.

Lines of Credit

Through our network, we negotiated favorable lines of credit, providing a cost-effective source of capital for personal ventures.

Wealth Transfer

Working with their team of professionals, we gifted assets to trusts for their heirs while maintaining control. In addition, the family was creating several new businesses and we assisted in titling these new business ventures in the name of trusts, creating value outside of their taxable estate.

Liability Protection

We recommended a legal structure in conjunction with the estate attorney that limited liability for the family.  Similarly, we worked with the insurance agent to ensure comprehensive protection against potential liabilities.

Tax Minimization

We worked to establish administrative trustees in states without income tax, thereby reducing the overall tax burden for the family.

Family Education

Serving as a valuable resource, we supported their children and relatives by providing education and resources for continuous learning and growth.

Linkedin Facebook-f Youtube Twitter

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.