Private Client

The house where relationships matter.

For families seeking advisors who serve them first, who are adept at balancing opportunity with prudence, and who value trust and transparency above all.

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The Solution

Independent advice, built around one family: yours.

No products to push, no house view to sell. Just customized counsel from a team that answers to you, and a standard of care that treats your wealth as if it were our own.

We coordinate the whole picture, investments, planning, tax, and the people who already advise you, so nothing falls between the seams.

What a relationship includes

Everything a family office should be, in one place.

Investment Management

  • Portfolio construction
  • Risk evaluation
  • Asset allocation
  • Performance analysis
  • Tax-aware strategies & loss harvesting
  • Asset location
  • Periodic rebalancing
  • Hedging & structured solutions

Financial Planning

  • Retirement & goal-based planning
  • Cash-flow analysis & budgeting
  • Education planning
  • Social Security analysis
  • Life & long-term-care insurance
  • Wealth preservation & tax-efficient transfer
  • Charitable planning

Relationship Management

  • Scheduled reviews & portfolio meetings
  • Quarterly market commentary
  • Coordination with your attorneys & accountants
  • A credentialed service team & specialists
  • Best-in-breed technology for accounts, plans & documents

Contact

Want to learn more?

Reach out, and an Oliver Luxxe representative will contact you promptly to understand what your family needs.

Office
10 Lackawanna Ave, Suite 9, Gladstone, NJ 07934