CRAE Membership Experience
Our Members consist of individuals and families with varying backgrounds and degrees of wealth management experience. The Group includes Members with long histories of active wealth management, others with recent liquid wealth realization as a result of an exit event and every level in-between. In all instances, our Members bring extraordinarily diverse skill sets, backgrounds, investment goals, risk tolerance, strategies, and relationships.
The common element is the extreme drive to improve in every aspect of wealth management. Each Member takes away knowledge and practical information from PEERS whom they must trust and respect. Knowledge gain is directly proportional to participation levels.
The CRAE Group holds quarterly and ad hoc face-to-face meetings to discuss strategies, topics and ideas. These meetings incluhde special topics covering current events or other hot topics. In parallel, information is exchanged on a regular basis via email, website links and phone conversations.
Our Members have expertise and experience in the following industries:
The BLEND Approach
We add value to high net worth individuals and their families through a BLENDED approach to investing:
We actively compare portfolio progress between Members and to the markets, so that Members can see, learn, and benefit from each other.
The group pools purchasing power to get the best fees, loan rates, and returns possible for all Members, as well as opening access to previously restricted investments.
By constantly sharing research from a multitude of sources (investment firms, advisors, public research, various tax accountants and estate planners), Members are better able to make informed investing decisions.
Members are encouraged to engage and make new connections, as well as share professional connections with the Group. We bring together a variety of high net worth individuals and families for formal and informal discussions, as well as influential speakers from government and large firms.
We conduct initial reviews and screening of new investment ideas before extensive discussion at the group level. Comprehensive due diligence is then conducted if decided at the group level.
We place the utmost care into building Membership, interacting within the group, providing extensive and important research to all Members, and over-delivering on all of our promises.