Core Expertise
Six disciplines, one integrated mandate
Fee schedule — 0.45–0.75% AUM
Minimum mandate — $10M
Capital Security
A disciplined framework of asset protection strategies designed to safeguard multi-generational wealth from market volatility and unforeseen liabilities across decades.
- Fee
- 0.55% AUM
- Minimum
- $10M minimum
- Registration
- SEC RIA Registered
Market Strategy
Bespoke portfolio construction spanning public equities, private markets, and alternatives, calibrated to each client's return objectives and liquidity horizon.
- Fee
- 0.75% AUM
- Minimum
- $10M minimum
- Registration
- FINRA Member
Succession Plans
Structured architecture spanning trusts and family constitutions, engineered to transfer wealth and values coherently across successive generations.
- Fee
- 0.50% AUM
- Minimum
- $10M minimum
- Registration
- Fiduciary Standard
Tax Efficiency
Jurisdictional planning and entity structuring that minimize effective tax burden while remaining fully compliant with domestic and cross-border regulation.
- Fee
- 0.45% AUM
- Minimum
- $10M minimum
- Registration
- IRS Circular 230
Risk Mitigation
Comprehensive assessment of concentration and counterparty exposures, supported by bespoke insurance programs and continuous portfolio stress testing.
- Fee
- 0.60% AUM
- Minimum
- $10M minimum
- Registration
- ISO 27001 Aligned
Fiscal Governance
Establishment of investment committees and reporting protocols that bring institutional discipline to private capital while preserving family autonomy.
- Fee
- 0.50% AUM
- Minimum
- $10M minimum
- Registration
- CFA Institute Standards
Methodology · 04 Phases
The approach, from initial audit to growth
Our process is built on precision. Every phase is structured to ensure your capital is managed with the rigor and expertise tawarifgroub is known for.
- I
Discovery
A deep-dive session to map your financial goals and current market exposure.
- II
Strategy
Customized trading frameworks designed to optimize your capital efficiency.
- III
Execution
Precision-led implementation of your portfolio strategy with real-time oversight.
- IV
Reporting
Transparent performance tracking and periodic reviews to ensure alignment.
- I
Discovery
A deep-dive session to map your financial goals and current market exposure.
- II
Strategy
Customized trading frameworks designed to optimize your capital efficiency.
- III
Execution
Precision-led implementation of your portfolio strategy with real-time oversight.
- IV
Reporting
Transparent performance tracking and periodic reviews to ensure alignment.
Secure your interest
Our financial experts provide discreet, tailored guidance for your trading goals. We accept new partners on a selective basis.
All financial data is handled with absolute discretion and security.