Goudy Financial provides a comprehensive suite of services for families requiring both depth and flexibility.
Our services are designed to support everything from day‑to‑day portfolio oversight to multi‑generational wealth structuring and philanthropic planning.
The firm’s central focus is building and managing differentiated alternative portfolios with an emphasis on:
Each family is provided a tailored framework that defines risk budgets, liquidity needs, time horizons, and governance.
From there, portfolios are constructed to combine conviction positions with prudent diversification. This approach is informed by both fundamental research and on-the-ground intelligence in fast-moving sectors.
Family Advisory and Governance
Beyond investment selection, Goudy Financial supports families with broader strategic and governance needs:
Designing multi-decade strategies that align cash flow needs with investment horizons to mitigate the need for forced sales.
Equipping rising generations with financial literacy programs focused on investment principles, risk management, and purposeful giving.
Establishing clear protocols that define authority levels and escalation paths to ensure streamlined family input on major strategic choices.
Providing mediation for family discussions using structured processes designed to preserve relationships and shared purpose.
