Through Nordwand Advisors, our independent registered investment adviser (RIA), we provide bespoke advisory services, tailored to the complex needs of our client families. Some of these include, but are not limited to:

  • Fee-based investment management
  • Internally and externally sourced investment management solutions
  • Budgeting and cash flow analysis
  • Retirement income generation and planning
  • Generational transfer planning
  • Charitable giving strategies
  • Tax & estate planning

Please Note-Limitations:

The scope of any services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Nordwand Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Nordwand Advisors, LLC does not prepare legal documents, nor does it sell insurance products.

Because ultra-high-net-worth families require both capital appreciation and a current income stream from their investment allocations, we also provide investment management services offered through Nordwand Investments. As an independent investment affiliate, Nordwand Investments was created to facilitate co-investment opportunities with other sophisticated investors in a fully aligned manner and with favorable economic structures.

Nordwand Investments serves as Investment Manager for several investment funds and opportunistic Special Purpose Vehicles (SPVs) that aim to invest in both listed and private securities, and has received significant capital for several of these vehicles already from both founding family partners and investors from amongst Nordwand's extensive network.

We look at capital allocation and appropriate risk levels through the lens of a differentiated approach to sourcing and underwriting that combines both qualitative and quantitative considerations:

  • Network Partners

    Management as a key value driver – our team has developed synergistic partnerships with sophisticated investors during their 30+ years in the industry

  • Structure

    We evaluate capital structure, liquidity preferences, sizing of potential investments, and duration of investment horizon dependent upon risk and return attributes

  • Premise

    We identify businesses with compelling positioning and attractive fundamentals that drive sustainable growth in opportunistic marketplaces

Strategic Relationships

As an independent firm, Nordwand Capital sources a valuable suite of services, tools and technology from best-in-class resource providers.

Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

Dynasty’s fully customizable platform gives Nordwand Capital end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with a diverse platform of portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust. For more information about Dynasty Financial Partners, visit dynastyfp.com

Dynasty’s fully customizable platform gives Nordwand Capital end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with a diverse platform of portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust. For more information about Dynasty Financial Partners, visit dynastyfp.com

J.P. Morgan is a leader in investment banking, commercial banking, financial transaction processing and asset management. J.P. Morgan serve millions of customers, predominantly in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Through continued investments, business initiatives and philanthropic commitments, they aim to help their employees, customers, clients and communities grow and thrive.

J.P. Morgan is a leader in investment banking, commercial banking, financial transaction processing and asset management. J.P. Morgan serve millions of customers, predominantly in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Through continued investments, business initiatives and philanthropic commitments, they aim to help their employees, customers, clients and communities grow and thrive.

Addepar is a multi-product software and data platform for even the most complex investment portfolios. They provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

Addepar is a multi-product software and data platform for even the most complex investment portfolios. They provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.

Since 1986 SS&C has been a leader in financial technology. Helping their clients with their financial success is what drives their path forward in many industries, such as banking, insurance, brokers, investment advisors, pension and hedge funds, private equity and health care companies.

Since 1986 SS&C has been a leader in financial technology. Helping their clients with their financial success is what drives their path forward in many industries, such as banking, insurance, brokers, investment advisors, pension and hedge funds, private equity and health care companies.