Private Wealth

Institutional Wealth Management, Built Around You.

At Guardant, Private Wealth clients receive access to the full breadth of our investment capabilities — from managed accounts and equity strategies to structured products, fixed income, and concentrated position management. Every service is coordinated within a single, comprehensive wealth plan.

Investment Management

Professionally managed accounts, individual equity and fixed income selection, and structured products — all constructed around your goals, tax sensitivity, and time horizon.

Concentrated Position & Risk

Sophisticated hedging, monetization, and diversification strategies for clients with large single-stock exposure, including collar structures with lending at or near Treasury rates.

Insurance & Banking

Integrated protection, legacy planning, and institutional-grade banking through our network of carriers and banking partners — coordinated within your broader wealth plan.

Private Wealth at Guardant

A fully coordinated approach to managing your wealth.

Discovery

Client Meeting: We begin by delving into your investment goals, experience with alternatives, comfort with illiquidity, and time-horizon.

Data Collection: We gather a complete picture of your current holdings, capital commitments, and target allocation to non-traditional assets.

Goal Setting: Together, we define measurable objectives—whether it’s private-market exposure, diversification, or enhanced return potential.

Asset Allocation

Risk Assessment: We assess you specifically for alternative investment risk — illiquidity, manager risk, valuation lag, and market cycles.

Diversification Strategy: We architect an allocation mix that spreads across vintages, strategies and investment types to mitigate risk in the private markets.

Periodic Review: We revisit your alternative portfolio rigorously—analyzing capital calls, distributions, market transitions—and adjust as needed.

Investment Implementation

Discretionary Basis: We can act on your behalf to deploy capital and manage your alternative investment program, enabling timely decision-making.

Non-Discretionary Basis: Prefer a hands-on role? We’ll deliver expert recommendations while you retain final investment approvals.

Ongoing Management

Performance Monitoring: We track and benchmark your alternative holdings—capital deployment, net asset value, IRR, cash-flow and exit prospects.

Reporting: Receive transparent, streamlined reports that illuminate capital calls, distributions, manager updates and overall portfolio impact.

Client Meetings: We schedule regular reviews to reassess objectives, revisit market cycles, and refine your alternative portfolio in light of life-changes or market dynamics.

Our Advantages

Personalized Guidance

Benefit from bespoke advisory tailored to complex alternative investment structures. We align sophisticated strategies with your priorities and risk tolerance.

Expert Management

Our seasoned team has deep experience across private markets, pre-IPO deals, and exchange funds. We leverage industry connections, proprietary sourcing and robust selection frameworks.

Ready to get started?

Our Private Wealth team makes every investment decision in the context of your complete financial picture — taxes, estate planning, liquidity needs, and long-term objectives.