Comprehensive, Goals-Driven Wealth Management
At SMITZ Private Wealth Advisors, wealth management blends disciplined investing with practical planning. We coordinate portfolios, taxes, cash flow, estate strategy, and risk management—so every decision supports your long-term goals.
What We Do
We translate your objectives into a written Investment Policy Statement (IPS), establish an asset-allocation that fits your timeline and risk tolerance, and manage across accounts with tax awareness. We also integrate cash management, charitable intent, and estate considerations to keep your entire financial picture working in sync.
SMITZ Private Wealth Advisors partners with your CPA and attorney to align asset location, trust/beneficiary designations, and liquidity planning—delivering a unified strategy you can rely on through market cycles.
Our Philosophy
Clarity, diversification, cost control, and behavior discipline compound over time. We favor evidence-based portfolios, transparent fees, and rules-based rebalancing—because process beats prediction.
Specializations
Multi-account optimization, factor diversification, tax-aware rebalancing & TLH, concentrated-stock strategies, alternatives integration, executive compensation coordination, and family-office style reporting for complex households.
We document objectives, constraints, liquidity needs, and draw a clear risk budget. Your IPS defines allocation targets, guardrails, and rebalancing rules—no guesswork, no drift.
Long-term diversification across equities, fixed income, and real assets—with measured tilts informed by valuations, macro risks, and your evolving life events, all within pre-set corridors.
We place assets in the right accounts (taxable, IRA, Roth) and rebalance with sensitivity to gains, using tax-loss harvesting where suitable and observing wash-sale rules to improve after-tax returns.
We create diversification paths using staged sales, collars, 10b5-1 plans, charitable gifting, or exchange funds— balancing risk reduction with taxes and liquidity needs.
When appropriate, we incorporate private credit, real assets, and hedging strategies with commitment pacing and dedicated liquidity sleeves—so capital calls never disrupt your lifestyle or plans.
Consolidated reporting across custodians, clear performance context, and collaboration with your CPA and attorney— including gifting, trusts, and philanthropic strategies tied to your IPS.
Areas of Expertise
IPS design • Asset allocation & risk budgeting • Factor diversification • Tax-aware rebalancing & TLH • Asset location (taxable vs. IRA/Roth) • Concentrated-stock strategies • Alternatives integration • Family-office reporting • Charitable & estate coordination • Liquidity & cash management.
Our Process
1. Define & Document: Goals, constraints, and risk profile become a written IPS.
2. Build & Implement: Efficient portfolios across accounts; set rebalancing rules and cash buffers.
3. Manage & Optimize: Monitor drift, taxes, and risk; harvest losses; refine asset location.
4. Review & Evolve: Quarterly reviews and life-event updates—your plan grows with you.
Why Choose SMITZ Private Wealth Advisors
- Evidence-based portfolio design with transparent risk controls.
- Obsessive cost and tax efficiency to improve net outcomes.
- Clear reporting and plain-English guidance—no jargon.
- Seamless coordination across taxes, estate, philanthropy, and cash needs.
Questions? Contact us or call +32 2 710 51 75.
SMITZ Private Wealth Advisors delivers disciplined wealth management built around your life.
Innovative Tools for Investor
We employ a long-established strategy, sector-focused investing across all of our markets globally...
Learn More
Need Help To Grow Your Business?
Investment Expert will help you start your own company.
Get In Touch
