Ravenstone works with clients to deliver a comprehensive and integrated plan for our families’ complete financial affairs including estate planning, proactive tax and multi-generational planning, and implementation of family and business governance.

In addition to the investment management services provided through Ravenstone Capital Management, our approach is focused on offering two supplementary crucial elements for high net worth families:

Tax and Estate Planning
We will assist in creating a complete estate plan, including managing all tax and non-tax issues. An important part of this process is engaging family members in an appropriate manner, which is a focus for us.

Business Advice
We are here to provide input as needed on all business matters. Our team has extensive experience in the real estate industry, among others. We will assist with structuring shareholders agreements and all tax matters which business owners must address.

We will work with existing advisors or engage additional specialists to meet the unique needs of our clients.

Please note that only Ravenstone Capital Management is registered to provide investment advice, and you will only receive investment advice from Ravenstone Capital Management when you engage us.