Starters

Tax-Efficient Automated Portfolio
Quarterly Performance Reporting
Access to Private Co-Investment Opportunities

 
 
 

Mains

The Starters
+
Investment Manager Strategy and Selection
Coordinated Tax and Estate Planning
Centralized Performance Reporting for Multiple Accounts
Customized Private Investments

 

Finishing Touches

The Mains
+
Single Family Office Creation
Business Exit Planning
Family Education
Asset Protection

 

Tasting Notes

All services are provided on a non-discretionary basis, meaning LaGrande Global never maintains direct trading or withdrawal authority over client financial accounts.

LaGrande Global does not provide tax or legal advice, but the team is available to assist your tax and legal professionals.  

Private investment opportunities are managed by Honey R Capital.