Wealth Advisors

Improve Your Clients’ Experience

Mitigate Growing Risk

V3 will partner with you to manage and solve for the size, concentration, illiquidity and other risks of your clients’ off-platform and legacy private investments.

Integrate Self-Directed and Legacy Portfolio

V3’s performance reporting platform takes the burden off your team to gather information and track off-platform and legacy private investments, and then seamlessly include it in your consolidated client reporting.

Strengthen Your Relationship

V3 serves as your unique resource for off-platform and legacy private investments, further enhancing and providing solutions for your client relationship.

Challenges We Typically Address for
Wealth Advisors & Multi-Family Offices

Improve Performance

  • Are my clients’ self-directed and legacy private investments performing as promised with no unexpected risks?
  • How can I properly project the cash flows from my clients’ self-directed and legacy private investments for our multi-year plan?
  • How do we know the general partners are being held accountable in our client’s self-directed and legacy portfolio?
  • How do we improve tax efficiency with the self-directed and legacy portfolio?

Improve Transparency

  • How do I address serious conflict and misalignment issues in my client’s self-directed or legacy private investment portfolio?
  • How do I avoid portfolio concentration risk when I am not sure of the exposures in the self-directed and legacy private portfolio?
  • Is there style or structure drift in investment strategy, compensation, or management expertise in the self-directed and legacy private portfolio?
  • How do I third-party verify the valuation and updates from the general partners in the self-directed and legacy private portfolio?

Smooth Transition

  • How do I prepare or clean up the client’s self-directed and legacy private portfolio for their heirs?
  • Who will manage and oversee self-directed and legacy private portfolio for the clients’ beneficiaries?
  • Is the self-directed and legacy private portfolio properly aligned with the trust and estate plan?

Flexibility to engage V3 directly or refer V3 for direct engagement by your client.