NuVerse offers exclusively managed accounts for families who wish to invest upward of $25 million. Family accounts, while closed to non-family members, can invest in all other  investments and thus, create a tailor-made asset allocation. The family investment can be in the form of a trust or managed account, and is aimed to complement the risk profile of the family.

Family investment is an attractive tool in an overall family estate planning. Shares in the account can be made available to individuals within the family, and family members can borrow against their shares if needed, often with some advantageous tax consequences. A family investment provides its investors with the convenience of having their own private bank, and with tailor-made investments associated with owning their own managed account.

A monthly statement with the Net Asset Values (“NAV”) is sent monthly to each specified family member by the Bank of NY Mellon, and the account is independently audited by KPMG.