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Greenwich, CT Wealth Management

Belpointe Family Office

The traditional family office provided family management services to a single wealthy family.  The Lacoff family has always sought to help those who share their values and not their account size. What this means is that Belpointe’s family office services are available to individuals and families whom we know and care for.

The services and resources we extend to you are the same one’s we use for our own families.  While the advice you will receive will be unique to your own circumstances, the solutions we provide are based on the experience of managing the wealth of our own families.

Family Office Services

Belpointe’s family office services include family governance, financial, legal and planning.  The financial advisory services: asset management, insurance, lending, bookkeeping and tax preparation.  The legal services:  trusts & estate, family law, corporate, securities, and real estate.   The planning services:  retirement, college, estate, business succession, philanthropy coordination and tax.

David Nelson CFA Belpointe

Asset Management

Belpointe Asset Management, LLC was founded in Greenwich, Connecticut in February 2007. Belpointe’s entrepreneurial nature has taught us the importance of financial planning with the understanding that plans will change. The belief that financial plans should be updated frequently means that we must have a close relationships with our clients.

Investment advisory services are provided by Belpointe Asset Management, LLC

Alternative Investments

Alternative Investments

Our goal is to offer investment solutions that allow individuals to invest with the advantages traditionally offered to institutions.

The above statements refers to publicly available securities that Belpointe Asset Management, LLC may recommend to clients and does not refer to any private securities.

Belpointe manages various private investments using its own capital, but these are not available to the public.

Professional Service Companies

Insurance Services

Belpointe’s Wealth Advisors are licensed to sell insurance and may assist you with your property, casualty, life, disability and health insurance needs. We sell three types of life insurance: Term Life, Whole Life and Universal Life. We offer life insurance from some of the most well known carriers such as MetLife, ING, Prudential and The Hartford.

Life & health insurance are offered through Belpointe Insurance, LLC.

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