Built for the wealth behind your family.

Vakres is a wealth management advisory based in New York. We partner with families to govern and sustain multi-generational capital, while supporting philanthropic commitments that contribute to the life of New York City.

Lower Manhattan and New York Harbor from the air
The Wealth Enterprise Philosophy

We believe family wealth should be managed with the same professional discipline and governance as a successful operating business.

When wealth is structured as an enterprise, families gain a framework to make cohesive decisions and manage generational transition risk. We serve as an objective advisory partner, providing the structured oversight needed to run your wealth enterprise.

Our Mission
Staten Island Ferry passing the Statue of Liberty
Bright study with blue-grey shelving and brownstones beyond the window

To be an objective advisory partner by providing families with transparency and assurance regarding their wealth.

The Foundation of Vakres

We established Vakres in New York to give families managing substantial capital-sophisticated, conflict-free guidance. Our model focuses on treating wealth as an active family enterprise, supporting the preservation of legacy and the education of the next generation.

Structured Independence

We operate as an independent and fee-only advisory firm. We maintain a clear separation between advisory services and product custody. This structure is designed to keep our evaluation of asset managers objective by aligning our interests with yours.

Working With Other Advisors

Vakres works alongside leading professionals to bring together the specialist advice required. Acting as the central point of contact, we make sure every advisor is working from the same information, toward the same plan, so nothing falls through the gaps between them.

Our Services

Vakres coordinates financial administration and family governance into a single integrated strategy, ensuring all elements of a family's financial life work in unison.

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Financial Planning & Investing

We design tailored asset allocation strategies that fit your family’s objectives by combining practical cash flow planning and a disciplined approach to protecting your assets. Our approach focuses on capital preservation and disciplined risk management across market cycles.

  • Bespoke portfolio design and strategic asset allocation
  • Independent manager selection, due diligence and oversight
  • Ongoing performance monitoring and risk management
  • Coordination of investment strategy with wider family objectives

Contact

Running a wealth enterprise requires dedicated partnership and clear communication. We invite you to contact us to discuss how Vakres can bring coordination and structure to your family's financial future.

Vakres40 Wall St
New York, NY 10005, USA[email protected]
+1 347 353 1904