Individuals & Families
Asset & Wealth Management
In Your Best Economic Interest
At GatePass, we offer full-service, comprehensive asset and wealth management no matter where you are on your financial journey. Our in-house team of specialists work together to integrate all aspects of your financial life into a comprehensive and actionable plan.
Your Best Economic Interests Always.
As a registered investment advisory firm, we have a fiduciary obligation to act in your best economic interests. We make decisions based on your needs.
Advice Tailored to Your Needs
Everyone is running their own race. Special circumstances in your life or work may add complexity to your financial planning and asset and wealth management strategies. At GatePass, we have dedicated and experienced, specialty teams that provide customized solutions to help you achieve financial freedom.
Simple, Transparent Fee Structure
We charge a straightforward fee based on the assets we manage on your behalf. This approach helps align our interests with yours. We succeed when you succeed.
If you are just starting out or are early on in your financial journey, we are ready to help you.
Learn more
Private Client
Our team is able to provide solutions to your unique challenges while providing an elevated level of service. A high level of client experience is at the center of everything we do and tailoring our services around the dynamic needs that unfold throughout every stage of wealth.
Solutions that
Grow with You
Every path to growing and maintaining wealth is unique — the only similarity is that circumstances are bound to change. As your financial needs evolve, we harness both the breadth and depth of our model to deliver personalized service to you and your family.
A Trusted
Reputation
We have helped families navigate change and seize new opportunities for many decades. We are determined to use that experience to grow with you, offering guidance rather than guardrails.
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Private Advisors Focused
on Your Success
Drawing on their wealth of experience and knowledge, they can expertly guide you in making the best decisions. They are devoted to providing a sense of security, freeing you to concentrate on what matters most to them.
What We Offer
Financial Planning &
Retirement Planning
Customized plan based on our evaluation of your current financial situation, priorities, and aspirations + ongoing monitoring to ensure you remain on track.
Investment
Management
Personalized investment strategy driven by your goals, risk tolerance, cash flow/income needs, and the legacy you want to build
Alternative
Investments
Leveraging our expansive network to provide access to curated private solutions and alternative investments.
Insurance & Risk Management
Access to life, disability, long-term care, property and casualty, personal and commercial liability, and specialized insurance for aircraft, boat and travel.
Strategic Tax Planning
Keep more of what you’ve earned.
Multigenerational Trust and Estate Planning
Building a thoughtful plan to pass wealth from generation to generation.
Lifestyle Advisory
Curated advisory partners granting clients access to exclusive experiences, guidance and concierge services so you can focus on what matters most to you.
Family Governance & Education
Clarifying family values, defining vision and mission statements, and organizing meetings to educate and facilitate decision making across generations.
Philanthropic
Advisory
Unique opportunities to make an impact through direct gifts and formal structures such as charitable trusts, donor-advised funds or private foundations.
We Can Help You Reach
Your Financial Goals
Emerging Professionals
GatePass makes building wealth easy. GatePass WealthBuilder is the simplest way for young
professionals to access our portfolios and build wealth for their future.
The economic challenges we face are new. The way we approach them must be, too.
GatePass equips people with the tools they need to approach today’s new financial landscape and succeed.
No minimums.
Expert Advice
Communication with
GatePass Capital experts
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Easy to Use Technology
World-class user
interface
Our Portfolios
Tailored portfolio to meet
your financial goals
Automation
Automates rebalancing
and trading
Global Family Office
GatePass Preserve offers customized financial planning and high-touch comprehensive advisory services for clients with a high level of complexity
Investment Advisory
Build bespoke portfolios filled with unique opportunities
Wealth Strategy and Planning
Empowering your decision making with expert guidance from wealth advisors that understand your goals.
Multigenerational Tax, Trust and Estate Planning
Building a thoughtful plan to pass wealth from generation to generation.
Tax Preparation and Filing
Preparation of family, individual, gift, trust, partnership and foundation returns with the goal of minimizing tax liabilities.
Family Legacy & Governance Advisory
Clarifying family values, defining vision and mission statements, and organizing meetings to educate and facilitate decision-making across generations.
Philanthropic Advisory
Helping you invest in your community intelligently.
Lifestyle Advisory
Curated advisory partners granting clients access to exclusive experiences, guidance and concierge services so you can focus on what matters most to you.
Bill Concierge
Accurate and secure payments, sophisticated reporting and insightful guidance about your cash flow with you, offering guidance rather than guardrails.
Private Advisors Focused on Your Success
Drawing on their wealth of experience and knowledge, they can expertly guide you in making the best decisions. They are devoted to providing a sense of security, freeing you to concentrate on what matters most to them.
Let's Get Started.
The best time to start is now. Personalized financial solutions don’t have to be difficult. We’d love to chat with you to learn more about who you are, what your goals are, and how we can help.
TALK TO AN ADVISOR