overview

Cyclone Management is the high-value "Family Office" that provides a full range of diversified services. We provide investment oversight, including overall strategic investment policy development and asset allocation models. We investigate and recommend investment managers, including evaluating their performance and compliance with standard ethical and professional investment policy.

In addition, we offer a full range of family office services including financial management; support for estate, trust and tax planning; foundation/philanthropic management; coordination of risk management/insurance analysis; and ongoing financial education.