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OUR CLIENTS

As an independent fiduciary, Connemara answers only to its clients. Connemara has neither competing interests nor divided loyalties.

Affluent families and individuals in need of family office services

Connemara serves two distinct markets. For individuals and families of substantial means, the firm provides professional outsourced family office management services, including ongoing oversight of all financial institutions and intermediaries as well as coordination as needed of all tax and legal matters. For existing as well as startup family offices, Connemara offers professional consulting services and assistance with best practices implementation.

Clients with less complex needs

For those with less complex needs, Connemara provides a unique and trusted source for periodic financial checkups and professional second opinions. Connemara also provides comprehensive and highly personalized financial planning, investment advisory, and personal administrative services. The firm is a fee-only practice. It engages in no product sales. It receives no commissions, referral fees, or any other form of remuneration other than fees earned for professional advice and guidance. Connemara typically charges a flat, fixed fee for its services. In limited instances, it bills for services rendered on an hourly, as-needed basis. The firm does not have asset minimums nor does it charge ongoing fees based upon a percentage of assets under management. It does not manage client investments on a continuous and ongoing basis. It assists clients in selecting appropriate investments and investment managers. Thereafter, it provides periodic, as-needed planning and investment guidance, saving clients considerable research time and removing an unnecessary layer of ongoing investment management fees.

Highly trained and experienced professionals serving as true fiduciaries provide economical, unbiased reviews of all banking, credit, brokerage, trust and investment management, insurance, and other financial relationships. All sensitive information is handled confidentially and compassionately. Connemara is a committed legal and financial advocate. Where appropriate, it carefully researches and compares various financial options and vigorously negotiates fees and expenses.

Some of the families and individuals we work with include:

  • Families of senior executives of publicly traded companies
  • Families of owners and senior executives of large privately held companies
  • Families of successful small business owners
  • Families of successful athletes, artists, and entertainers
  • Families of successful finance professionals (private equity, hedge funds)
  • Families of successful investors (publicly traded markets, real estate)
  • Families of busy dual high-income professionals
  • Families who have inherited significant wealth
  • Families with sudden wealth (lottery or other windfall)
  • Families rebuilding after a separation and divorce involving substantial assets
  • International families with substantial personal and/or business holdings in the U.S.
  • International families with key family members residing in Washington, D.C.
  • Active high net worth retirees who travel frequently abroad or split residency
  • Elderly high net worth widows, widowers, or retirees needing financial oversight
  • Senior foreign diplomats requiring local assistance