Wealth Management & Family Office

At HUDSONPOINT capital, we provide wealth concierge services designed to meet the unique needs of individuals, families, and institutions with significant financial resources. By integrating asset management, portfolio management, and private wealth management into a cohesive approach, we help clients address the complexities of managing their financial affairs with clarity and precision.

Our team of experienced asset managers and portfolio managers work closely with each client to develop strategies that align with their goals, values, and long-term priorities.

We pride ourselves on fostering lasting relationships built on trust, discretion, and a deep understanding of each client’s unique circumstances. Acting as a central coordinator for all aspects of your financial picture, we streamline decision-making across investments, tax planning, estate structuring, and charitable initiatives. Our thoughtful approach ensures that your wealth is managed in a way that balances growth with preservation, providing a solid foundation for both present needs and future ambitions.

What is a Wealth Concierge?

Handing over the keys to your wealth is one of the single greatest acts of trust. At HUDSONPOINT Capital, we never take that trust for granted, which is why our holistic wealth management approach goes far beyond simply reviewing numbers on a statement. A wealth concierge serves as your dedicated partner, offering a highly personalized service that simplifies complex financial decisions and aligns them with your broader life objectives. This approach is designed to unify the many moving parts of wealth management, creating a smooth and efficient experience for you.

We strive to understand your entire financial picture and your personal aspirations. By working closely with our team of experienced asset managers and portfolio managers, we ensure that your portfolio reflects both your values and your financial ambitions. By integrating traditional investments with differentiated and exclusive alternative investment opportunities, we tailor strategies to match your distinct goals and needs.‍

Acting as a personal concierge for your financial future, we also coordinate with your trusted advisors—attorneys, accountants, and others—ensuring every aspect of your success remains front and center throughout our journey together.

Comprehensive Wealth Management Services

At HUDSONPOINT capital, our wealth management services go beyond investment strategies. We take a comprehensive approach, addressing every aspect of your financial life to ensure that your assets are protected, your goals are met, and your legacy is secured.

Trust and Estate Planning

Creating a legacy is about more than financial security—it’s about preserving your vision for future generations. Through in-depth financial planning discussions, we identify opportunities to shape the legacy you desire. We collaborate with your current trust and estate attorney to implement strategies or, if needed, help you find professionals suited to your goals.
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From tax-efficient wealth transfer to asset protection, our guidance ensures your generational wealth planning is both comprehensive and effective.

Investment Management

Investment management at HUDSONPOINT is built on a foundation of decades of market experience and a commitment to personalization. We craft customized asset allocations utilizing individual stocks, bonds, and ETFs while incorporating unique alternative investments when appropriate. These alternatives—rarely accessible elsewhere—can provide diversification, reduced portfolio volatility, and enhanced growth potential.
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Our Chief Investment Officer (CIO) leads our efforts, ensuring that every investment recommendation aligns with your financial objectives and tolerance for risk.

Business Solutions

Financial planning extends beyond personal wealth for business owners. At HUDSONPOINT, we assist in creating qualified plans and employee benefit strategies to help you retain top talent and foster loyalty within your organization.

We also specialize in liquidity solutions, business exit strategies, and tax-efficient saving plans tailored to entrepreneurs.
Whether you’re navigating the challenges of succession planning or seeking ways to maximize your business’s value, our expertise helps you focus on growth while safeguarding your financial future.

Insurance and Asset Protection

Unforeseen circumstances can threaten even the best-laid financial plans. That’s why insurance and asset protection are key components of our wealth management services.

By developing strategies to shield your assets, investments, and family from life’s uncertainties, we help secure your legacy.
From life insurance to liability coverage, our recommendations are designed to provide peace of mind while ensuring your wealth endures for generations.

Retirement Planning

Retirement planning is deeply personal—no two timelines or goals are the same. We work closely with you to define your retirement vision, whether it involves maintaining a certain lifestyle, pursuing passions, or leaving a lasting legacy.

By aligning your priorities with a tailored strategy, we help you navigate retirement planning with confidence, ensuring that your financial resources support your aspirations for years to come.

Tax Management

Effective tax management is essential to maximizing wealth. HUDSONPOINT Capital’s approach considers every angle, from qualified contributions to portfolio-wide strategies, with a focus on reducing your tax burden.

Our team collaborates with your accountants and other advisors to deliver strategic and actionable solutions, positioning you to benefit from every opportunity.
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Through tax-loss harvesting, portfolio structuring, and annual deduction optimization, we ensure you keep more of your hard-earned dollars.

Our Holistic Wealth Planning Process

At the core of HUDSONPOINT’s Wealth Concierge services is our holistic planning process. We begin by getting to know you—your family, your business, and your unique priorities. Every individual and family is different, so we take the time to craft strategies that reflect your specific objectives.

Once we establish a foundation, our relationship deepens through regular updates, check-ins, and market commentary. We provide ongoing oversight, adapting to changes in your financial situation or market conditions to keep your plan on track.

This commitment to communication and collaboration ensures a strong partnership that grows alongside your success.

Why HUDSONPOINT Stands Apart

Most traditional asset allocation models rely heavily on equities and fixed income, assuming these two asset classes will offset each other’s performance over time. However, recent market trends have revealed the limitations of this approach. Stocks and bonds no longer behave as predicted, leading to higher volatility in portfolios that rely on traditional strategies.

HUDSONPOINT capital takes a differentiated approach. By incorporating alternative investments into broader asset allocation models, we help clients achieve a more balanced risk-return profile. When paired with traditional investments, these alternatives can reduce portfolio volatility without sacrificing growth potential, positioning clients for sustained, long-term success.

The Value of Alternative Investments

Alternative investments are not just an addition to a portfolio—they can often be game-changers. These assets provide unique exposure to opportunities that are typically uncorrelated with traditional markets, offering stability during turbulent times and opening doors to new avenues of growth.

At HUDSONPOINT capital, we carefully curate a selection of alternative investments tailored to align with each client’s personal goals and risk tolerance. Our alternative asset offerings include:

Pre-IPOs allow you to acquire shares in companies before they go public. These opportunities often come with significant upside potential, as valuations tend to rise after a successful IPO.

‍Hedge Funds employ innovative strategies, such as long/short equity, global macro investing, and event-driven tactics, to deliver returns that outperform traditional markets. These funds are designed to thrive in diverse market conditions, making them a valuable addition to any portfolio.

Real Estate offers a blend of income generation and long-term appreciation. From commercial and industrial properties to residential developments, these assets can hedge against inflation and bring stability to your portfolio.

Private Equity targets established private companies seeking capital for growth or operational improvements. These opportunities offer the potential for significant returns over a medium to long-term horizon.

Venture Capital focuses on early-stage startups with disruptive ideas and high-growth potential. These investments often carry higher risk but can deliver exponential returns for those willing to invest in innovation.

Private Credit involves lending capital to businesses outside traditional bank financing. These investments often generate steady income through interest payments and are less volatile than equities.

By adding diverse alternative assets to your portfolio, we can help you unlock new opportunities for growth, manage risk, and build a portfolio that thrives across market cycles.

Building a Legacy of Trust

Wealth management is about much more than managing money—it’s about realizing your aspirations and creating a lasting legacy. It’s a process that requires thoughtful planning, strategic execution, and a deep understanding of what matters most to you and your family. At HUDSONPOINT capital, we view wealth as a tool to unlock opportunities, secure your financial well-being, and support your goals.

For over two decades, HUDSONPOINT capital has been dedicated to guiding clients toward financial prosperity. Our holistic approach combines deep expertise with a personalized touch, ensuring that every aspect of wealth and asset management—from estate planning to investment diversification—is handled with care and precision. By leveraging our team of experienced asset managers and portfolio managers, we align your financial strategies with your long-term objectives.

When you partner with HUDSONPOINT, you gain more than a financial advisor—you gain a team committed to your success. We are here to navigate the complexities of private wealth management, provide access to exclusive opportunities, and deliver solutions tailored to your vision for the future.

“I have great respect for the capital of others—I treat the responsibility of managing those assets with the gravity it deserves.”

Graham Falbo

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HUDSONPOINT capital may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

Securities offered through Arete Wealth Managment, LLC member FINRA/SIPC. Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm.Investments may lose value. Not FDIC insured.

Investments may lose value. Not FDIC insured.

“Important Consumer Information: This communication is strictly intended for individuals residing in the states in which their representatives have securities registration, insurance licenses, and if applicable, are registered as an investment adviser representative.

“Investing involves risk including loss of principal. Alternative Investment represent speculative investments and returns from some alternative investments can be volatile and you may lose all or a portion of your investment”

“PLEASE NOTE: This website contains hyperlinks (or “links”) to other websites that are not associated with this site. Such unassociated websites may contain links to other unassociated sites as well. These links are provided as a convenience to you and to assist you in your search for information. We make no endorsement, express or implied, about any of these linked sites, are not responsible for materials posted or activities that occur on such linked sites, and do not review (1) content or advertisements posted on or (2) activities occurring on these linked sites. If you decide to link to any unassociated website, it is at your own risk. Because we are not associated with these linked websites, you should direct any concerns or problems you might have with any such site to that site’s administrator or webmaster.”