SPEARHEAD is a boutique financial services firm focused on providing customized solutions for ultra high-net worth individuals, family offices, and asset management firms. We strive to provide long-term value to clients on an after income tax and estate tax basis by combining balance sheet risk management techniques together with investment management strategies. Our areas of focus include: - Early-stage RIA (AUM now >$1B) with direct responsibility for asset allocation, security selection and execution of equity (stock + ETF) and fixed income (individual bond) portfolios. - Structural planning for ultra high-net worth individuals, family offices, and asset management firms - Equity & Debt Portfolio Management and Alternative Investments, strategies - Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) structures - Insurance Dedicated Funds and Separate Managed Accounts design, implementation, and growth strategies
Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.
Spearhead is a multi family office (mfo) based in Wellington, United States, managing approximately $1.0B in assets.
Spearhead is headquartered in Wellington, United States.
Spearhead manages approximately $1.0B in assets under management.
Spearhead focuses on Debt Financing, Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Securities, Venture Capital - Early Stage, Annuities.
Verified contact details, key decision-makers, and investment preferences for Spearhead are available on LPbacked. Create a free account to access them.