Client Outcomes
Client success stories
Real clients, real results. Discover how our personalized investment strategies have helped high-net-worth families build, preserve, and transfer wealth across generations.
$2.5B+
Assets Under Management
450+
Client Families
98%
Client Retention Rate
Selected Engagements
How families have grown with us
Six representative engagements across portfolio management, estate planning, and tax strategy.
Portfolio Management
Tech Executive Portfolio Optimization
Silicon Valley executive sought diversification beyond tech stock concentration. Our alternative investment strategy and tax-efficient restructuring delivered exceptional risk-adjusted returns while reducing portfolio volatility by 40%.
18.2% annual returns
Outcome
$5.2M AUM
Portfolio
3 years
Timeline
Estate Planning
Multi-Generational Family Wealth Transfer
Three-generation family needed sophisticated estate planning and wealth transfer strategies. Our comprehensive approach including trust structures and tax optimization successfully transferred $12M with minimal tax implications.
78% tax savings achieved
Outcome
$12M Estate
Portfolio
5 years
Timeline
Business Planning
Entrepreneur Exit Strategy Success
Business owner preparing for company sale required pre-exit planning and post-liquidity investment strategy. Our coordinated approach maximized after-tax proceeds and created sustainable wealth preservation plan.
$2.1M additional value
Outcome
$8.5M Liquidity Event
Portfolio
2 years
Timeline
Retirement Planning
Retirement Income Optimization
Corporate executives nearing retirement needed income-focused strategy while preserving capital. Our laddered bond portfolio and dividend-growth strategy provided consistent 6.5% income yield with capital appreciation.
Consistent 6.5% yield
Outcome
$3.8M Portfolio
Portfolio
10 years
Timeline
Alternative Investments
Alternative Investment Success
High-net-worth family sought access to private equity and hedge fund opportunities. Our institutional relationships provided exclusive access resulting in 24% annual returns while reducing overall portfolio correlation.
24% annual returns
Outcome
$2.5M Allocation
Portfolio
4 years
Timeline
Tax Optimization
Tax-Efficient Wealth Building
High-income professionals faced significant tax burden impacting wealth accumulation. Our tax-loss harvesting and municipal bond strategy reduced effective tax rate by 35% while maintaining target returns.
35% tax reduction
Outcome
$4.2M Portfolio
Portfolio
6 years
Timeline
Client Perspectives
What our clients say
“The Novante Capital team transformed our family's financial future. Their sophisticated investment strategies helped us grow our wealth by 150% while significantly reducing our tax burden. The personalized attention is unmatched.”
Margaret T.
$8.2M Portfolio · Greenwich, CT
“After selling my company, I needed expert guidance on wealth preservation and estate planning. Their comprehensive approach saved us over $2M in taxes and created a sustainable plan for our children's future.”
James K.
$12M Estate Plan · Palo Alto, CA
“The alternative investment opportunities they provided access to have been game-changing. Our portfolio's risk-adjusted returns improved dramatically while maintaining the growth we needed for retirement.”
Robert S.
$5.5M Portfolio · Manhattan, NY
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Disclaimer: Case studies are based on actual client experiences but details have been anonymized to protect client confidentiality. Investment performance depends on various factors including market conditions, individual risk tolerance, and investment timeline. Past performance does not guarantee future results. All investments involve risk and potential loss of principal.