What We Do

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Tailwind’s investment professionals provide sophisticated and independent advice. We help Tailwind families navigate investments across a broad landscape of institutional and private providers. By representing multiple families, we enhance our negotiating strength and gain access to unique investment opportunities not available to most investors.

As a complement to our investment portfolios, Tailwind offers sophisticated data aggregation which makes investment performance and asset allocation reporting timely, clear and concise. And, because integration is critical, we work seamlessly with attorneys, CPAs and other professional providers in the following areas:

  • Estate Planning
  • Banking and Credit
  • Philanthropic Advisory
  • Administrative Services
  • Risk Management Advisory

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