Investment Management Tools

Silver Lining Capital Management offers investment advisory services through the identification and research of opportunities across various asset classes and geographies. Our research process is driven by a belief in the value of deep and thoughtful fund management team with hands on market experience.

The investment advice Silver Lining Capital Management provides is primarily driven by each family's personal investment profile. A family's investment strategy is implemented through multiple asset managers who have a proven investment process that can be replicated and placed into a portfolio for proper diversification across assets, countries & currencies. Our mission & approach ensures a family's portfolio is properly diversified to meet the family's unique needs. Due diligence is conducted using a systematic process based upon both quantitative and qualitative factors.

Silver Lining Capital Management currently provides the following investment advisory services:

• Investment portfolio proposal to understand and map clients individual requirements
• Asset allocation strategy
• Due diligence, selection, and oversight
• Investment research & detailed product notes are shared with clients
• Consolidated performance reporting

We provide the following financial services:

• Consolidated financial statements
• Cash Flow Projections & Net Worth Planning
• Estate/trust/gift planning facilitation
• Coverage of Health & Life Insurance
• Property Management , Leave & Licence
• Family company advisory

Many families find the administration of trusts and estates to be overly complex and time consuming with significant risk exposure. We are gearing up to form a team of trust officers to help provide the guidance and oversight to properly administer trusts & estates to ensure the family's legacy is maintained across generations.

We will be covering the following trust and estate services and will announce when our trust platform is ready :

• Corporate trustee
• Agent for an outside trustee
• Estate executor/personal representative
• Agent for an outside executor/personal representative
• Coordination with outside service providers
• Multi-generational stewardship and beneficiary mentoring

The foundation to obtaining comprehensive data to manage a family's net worth is an accurate general ledger. Silver Lining Capital Management can facilitate a team of accountants and bookkeepers to work with dedicated to client specific requirements and effective financial controls.

We currently can provide the following bookkeeping and bill payment services:

• General ledger accounting for personal and entity books
• Consolidated financial statements
• Bill payment and payroll processing
• Airplane, yacht, and other special asset management
• Concierge services tailored to specific client request

Many of our client families wish to leave some parts of their wealth to charity. Silver Lining Capital Management assists families with crafting and implementing their charitable intentions.

We currently provide the following philanthropic services:

• Foundation creation
• Foundation strategy and governance
• Foundation management and oversight
• Gifts coordination