Our Services

Salient Private Client offers a comprehensive and holistic approach to wealth management for individuals, families and foundations. We offer fiduciary trust capabilities, financial planning, wealth management, and family office and private investment services.

Wealth Management

Salient’s wealth management team constructs portfolios designed for a variety of conditions and seeks to harvest returns across a combination of risk factors. In particular, we favor liquid asset classes that provide the potential for positive return that we believe are explainable by economic and behavioral factors:

Commodities

Stocks

Bonds

Momentum

Sovereign Debt

During periods of rising prices, real assets like commodities generally perform as their prices also rise. Equity returns—a function of cash flow growth—have historically been strong during periods of economic expansion. While also driven by growth, credit strategies tend to outperform during sustained periods of low growth. Momentum strategies are designed to capture market returns during periods of strong investor sentiment by either buying securities during times of positive sentiment or selling securities during times of negative sentiment. During periods of falling interest rates, fixed interest rate securities like treasurys have generally performed well.

 

Asset Management

Salient Private Client’s asset management practice provides private investors and institutional fiduciaries with unbiased research and investment solutions to confidently meet investment goals. Our program is constructed using an Investment Policy Statement (IPS) that clearly defines the objectives and constraints under which we operate. We always approach our duties under a fiduciary standard and have only our clients’ best interests in mind when we invest their funds or provide planning recommendations.

Family Office Services

Salient helps families achieve their unique planning, investment, educational and philanthropic goals with an unwavering commitment to stewardship, excellence and value.

Our family office services include:

  • Investment strategy, implementation, consolidated risk and performance reporting
  • Coordination of third-party service professionals (e.g., tax, legal, banking, insurance)
  • General recordkeeping and back-office support, including cash flow analysis, bill pay and accounting
  • Insurance review and recommendations, and coordination of policy procurement with third-party brokers as necessary
  • Real estate advice and support
  • Charitable activity management services
  • Fiduciary and trust services
  • Family governance recommendations and assistance
  • Multigenerational portfolio education and mentoring
  • Household personnel management
  • Concierge services for lifestyle assets (e.g., aircraft/watercraft, secondary homes, etc.)
Trust Services

Information available upon request. Please contact Heinrich Grobler at +1 713-993-4052.

Financial Planning

At Salient, we endeavor to deliver the full potential of financial markets. We understand that for many individuals, the execution of this goal can be complex. Every dollar that is saved or spent may have a meaningful impact on your long-term objectives. We can help you understand the implications of many financial decisions by guiding you through a disciplined and refined process. We start with your unique “big picture” and four primary financial planning components: investments, life insurance, retirement and estate planning.

Life Insurance

At Salient, we believe that life insurance is an important component of most financial plans. Navigating the complexities of these policies can be overwhelming, and as a result life insurance often falls to the bottom of the priority list for many people. Our comprehensive insurance review attempts to give you a clearer sense of your financial well-being and helps determine a correct path forward for you and your family.

Foundation Administration

At Salient, we work with both private foundations and donor-advised funds that serve a variety of charitable purposes. We impart our decades of personal and professional philanthropic experience by offering clients administrative, compliance, investment and governance support tailored to their unique needs.

Foundation administration services include:

  • Deliver professional and ethical continuity of service across generations
  • Support family involvement, multigenerational education and board development
  • Assist in the conversion of foundations to donor-advised funds and vice versa to meet your changing objectives
  • Empower directors and trustees to focus on the joys of philanthropy and stewardship rather than day-to-day back office requirements
  • Assist in developing or refining mission statements, vision and values
  • Participate in strategic planning and leadership succession planning
  • Empower decision-making processes and promote structure around funding guidelines, committees, board books and meeting minutes
  • Conduct nonprofit due diligence
  • Handle administrative tasks such as gifts to the foundation, grants, grant letters or agreements, expenses and fees
  • Perform grant reviews and recommendations
  • Coordinate services from tax and legal advisors
  • Document impact evaluation (foundation and grantees)
  • Maximize the allocation of resources to charities and their beneficiaries by making investment recommendations and providing service at a reasonable cost
  • Handle distribution and compliance (5% rule) and payroll or bill pay
Private Investment Services

Salient’s team has decades of combined experience deploying billions of dollars in capital from institutional allocators to external managers. We focus on private equity and hedge fund investments, and we are equipped to assess traditional investments such as mutual funds and ETFs. We can work with a variety of investment structures suitable to your needs.

Our private investment capabilities include:

  • Ad hoc fund research and due diligence
  • Full-service consulting, including private equity and hedge fund selection and program design
  • Fund-of-funds management or separate accounts with full advisory services and discretion over allocation
  • Full administration management of private fund investments, which include funding of capital calls, distributions, tax information aggregation and quarterly reconciliations of underlying fund activity