We have Valuable Experience 

Case Studies

Client situation

Sports Professionals

This exceptional college point guard achieved stardom and landed an impressive NBA contract.

Goals

His initial aspirations encompassed purchasing a home, offering financial assistance to his family and establishing a charitable foundation to give back to causes dear to his heart.

Aware of the importance of responsible financial management, he sought a trusted advisor to carefully allocate resources among his personal goals and family support, ensuring he wouldn’t overpromise beyond his means.

Furthermore, he aimed to maintain the longevity of his wealth and secure a lasting affluent status through prudent investments and controlled expenditure.

Our Guidance

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Professional Adviser Team

The young graduate had yet to assemble a professional adviser team upon completing college. Our assistance came in guiding him through the process of interviewing and handpicking a group of experts well-versed in catering to the unique planning requirements of athletes. To foster seamless collaboration, we organized annual meetings to bring all advisers together.  This inclusive gathering encompasses tax specialists and estate experts, providing valuable insights into the implications of having income in the different states he played in.

Consolidated Reporting

We provide online reporting systems allowing consolidated reporting across all holdings 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 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.

Lines of Credit

Leveraging our extensive connections, we facilitated the negotiation of favorable lines of credit, providing him with a valuable fallback option and an additional source of financing readily available when needed.

Liability Protection

Prioritizing his protection against potential liabilities, we advised a comprehensive review that encompassed various aspects, including injury, disability, and life-threatening scenarios. Additionally, we extended the assessment to cover assets like boats, yachts, motorcycles, and private jets, ensuring a well-rounded safeguarding approach.

Charity

With the aim of contributing to his chosen charitable causes, we established a foundation bearing his family name. This foundation serves to make significant charitable donations to the key organizations close to his heart.

Education

Being a young professional, he expressed a strong desire for continuous education concerning the responsible management of his wealth and financial objectives.

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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.