Key differentiators – Our relationship with our clients is as trusted family advocates

At Parkview we:

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work exclusively for our client families
    • 
We are 100% independent and compensated only by our clients
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work with the client to set objectives and then execute their mandate
    • In this manner, the client maintains control
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are free to select best-of-breed providers
    • No compromising the quality of service
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offer “bespoke” services
    • Uniquely tailored to the needs of our clients
  • 
have a successful 16-year track record
    • Skilled professionals accustomed to working with complex, multigenerational families
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offer a turnkey family office solution
    • Existing personnel and infrastructure result in significant cost efficiencies
  • 
integrate your current relationships into our management and reporting systems
    • Easily accommodates your assets and provides one point of contact
  • provide complete transparency
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Clients know what they are paying and how much they are saving on brokerage fees, 
purchasing and concierge services