Goldman Sachs Private Wealth Management (PWM) has long served ultra-high-net-worth families and institutions with a highly personalized, relationship-driven approach. As clients have increased their allocations to private markets, Goldman Sachs continues to work with them to elevate the experience surrounding one of the most complex areas of wealth management: alternative investments. Many clients hold numerous private positions across multiple managers, each generating a steady stream of capital calls, K-1s, statements, and fund updates.
As a part of their process, Goldman Sachs works with Arch to better enable their PWM Advisors to help clients aggregate and monitor all outside alternative investments.
PWM Advisors have a complete view of each client’s alternative investment portfolio in one place, enabling them to spend more time providing customized guidance to their clients.
