Alliance Helps Ultra-High Net Worth Families Better Manage Risks

BOSTON, Aug. 24, 2011 /PRNewswire/ -- Smart Capital Alliance™ ("SCA") members have aligned to launch a global asset management platform servicing Ultra-High Net Worth clients, by offering them investment products and philanthropic opportunities reserved exclusively for select families to improve their Family Wealth Risk Index™  ("FWRI").  SCA is formed by US Advisory Group (a multi-family office), Maxis Capital (an alternative asset management firm), and Kendell & Associates (an international venture banking and advisory firm) to provide cutting edge services to measure the FWRI and coordinate multi-generational planning and wealth management.

SCA has blended the talents of these innovative founding partners to provide a purpose-built global asset management platform, specifically tailored for enterprising families focused on ensuring that family investments, planning, and philanthropic goals are coordinated to improve and accomplish high FWRI including:

• Generating and sustaining wealth across generations with an ongoing sense of purpose.
• Revitalizing enterprises to become globally competitive and emerge as industry leaders.
• Transforming regions and economies through sustainable innovation and investment.
• Providing neglected global individuals the resources needed to realize their full potential.

Many of the Alliance's clients are highly successful entrepreneurs who have built their wealth through an operating entity. These individuals expect their advisors to provide them with investments outside of the public equity and debt markets and want to influence their investments to leverage success.  "Our clients have created significant wealth, but when they come to us they are adrift because their other advisors are beholden to a constrained system and ignore family purpose. Our families seek to maximize FWRI through multiple channels of wealth maintenance, creation, and philanthropy," said John O'Callaghan, Managing Director of US Advisory Group. SCA believes a key to improving FWRI is through alternate investments. "We are pleased to offer Maxis Direct Investment Vehicles (DIV) to SCA clients, through DIVs investors can finally access global direct private equity investment opportunities without layers of funds and blind pools," shared Pradeep Gupta, Managing Partner of Maxis Capital.  

Another key aspect is coordinated service. Philanthropic endeavors in emerging markets and transitioning economies need new innovations to be competitive. Mark Kendell, President of Kendell & Associates states, "After decades of helping to create, fund, and grow numerous successful entrepreneurial ventures, I found all of my C-Suite friends clamoring for more unique investment situations and more philanthropic opportunities. I wanted to make sure they had access to all the services that I know are available."  SCA has developed a Philanthro-Capital approach and established key partnerships which maximize the outreach of philanthropic initiatives in an open and transparent manner while preparing the recipient country with innovation, infrastructure, best practices, and capital.  "We have created a platform that empowers Ultra-High Net Worth families to better understand the intersection of stewardship and good business practices. The platform combines deliverables that satiate their needs to 'do good,' to prepare heirs, and to do so within the values and goals of the family," says Rick McDonald, CEO of US Advisory Group.

Those looking for exclusive and coordinated services now have a one-stop professional alliance to manage all of their affairs. Smart Capital Alliance™ launches in key markets across US, contact USAG to get your FWRI and access SCA's services including direct private equity and philanthro-capital investment opportunities.

About US Advisory Group

US Advisory Group provides the highest quality, objective, holistic wealth counseling and advice to families of means. As a multi-family office, we deliver the congruency individual professionals typically do not. We also know Family Sustainability is not all about the money. It is about managing the human aspects of the family as much as the financial aspects. For more information, please visit www.usadvisory.com.

About Maxis Capital

Maxis Capital is an independent financial services firm focusing on alternative assets, including private equity and commodities. Maxis offers unique products for global investors, including high-net worth individuals, institutional investors and corporations. For more information, please visit www.maxiscapital.com.

About Kendell & Associates

Kendell & Associates is an international venture banking firm providing investment capital, corporate finance and advisory services. As a sponsoring principal, the firm invests alongside management, clients and other institutions. Kendell & Associates has over three decades of entrepreneurial investments and building of great companies and technologies. For more information, please visit www.kendellassociates.com.

SOURCE Maxis Capital