What We Do

We manage what is important to you, so you are free to enjoy your life.

​DISCLAIMER - Please be advised that your use of this website is governed by this legal notice and by accessing this website you agree to the following and to be bound by these terms. If you do not agree to the terms of this notice please leave this website immediately. 
The information on this website is general in nature and does not, nor is intended to, constitute financial advice. Newport Riviera and/or its subsidiaries do not guarantee or imply that all products and services described in this website are available in all jurisdictions or to all customers. Services are provided by Newport Riviera only in such jurisdictions and to such customers as permitted by local law. Services provided by associates and colleagues of Newport Riviera have their own jurisdictional limitations.
While Newport Riviera LLC is applying for Financial Advisor registration in Arizona, at this time it has no licenses or registrations with the SEC, FINRA, or any other agency.  Any comments in this website are in no way meant to be a promise regarding performance of products.
The terms of this website may change from time to time and may change without notice.  Any changed terms will be effective immediately upon posting the revised terms on the website. Any use of the website by you after such notice shall be deemed to constitute acceptance of the revised terms.
Information appearing on this website is not intended to be, and shall not be deemed, an offer of services or products from Newport Riviera or as an offer to purchase or sell or as a solicitation of an offer to purchase or sell any products. Newport Riviera disclaims all liabilities regarding the content of the website and any use thereof that could be made by any person.
Newport Riviera makes no representations or warranties, as to the accuracy, reliability or completeness of information on this website. Newport Riviera  its subsidiaries and employees are not liable to any error or omission on this website or for any resultant loss or damage. You should not rely on any of the information on this website as authoritative or as a substitute for the exercise of your own skill and judgment in making an investment or other decision.
As with any investment, investors should carefully consider their investment objectives, risk tolerance, investment expenses/charges, and other investment performance before investing. Read all investment related documentation carefully and discuss with your tax, accounting, legal or other advisors.  Investing involves risk, which includes potential loss of principal and potential restrictions on when and how to redeem an investment. Investment returns and principal value of an investment will fluctuate. Diversification does not guarantee investment returns and does not eliminate the risk of loss.
These terms and conditions shall be governed and construed in accordance with the laws of Arizona without regard to conflict of law principles. The federal or state courts of Arizona shall have exclusive jurisdiction in respect to any dispute that may arise hereunder.
In the event that any of the terms or conditions of use of this website are held to be invalid or unenforceable, the invalid or unenforceable portions shall be severed from the remaining terms and conditions, which shall continue to be enforceable to the fullest extent permitted by law.
Any use (including but not limited to reproduction, permanent storage, re-distribution and incorporation into other materials or web pages), whether in whole or in part, of the intellectual properties in the pages forming this website, including, but not limited to, all copyrights and trademarks, for any purpose other than personal non-commercial use is prohibited without prior written consent of rights holder.
We believe the information provided on this website is reliable but it cannot be assumed to be 100% accurate or complete. The opinions and statements made on this site relating to market trends are our opinions and are based on current market conditions which can change without notice.  The views and strategies described are not be suitable for all investors and must be considered in the context of one's investment plan.   

You and your family have achieved your own unique success. You deserve a firm who utilizes a custom approach that compliments your life and ensures your legacy.

Our work is that we offer traditional family office services for successful families. We can start with specific projects, but that leads to a proactive plan so that you and your family can rest assured what is important to you is protected. Here are some examples of the services we offer, but not limited to:

• Asset Protection​- we assist you to correct the risks which are unseen. Do you or your team know where the blind spots are in your plan?
  
• ​​Asset Oversight- reviewing your managers for fees, service levels and performance. Who is monitoring your assets?
  
• Transaction Oversight- we assist you with negotiating large transactions (yachts, cars, jewelry, art, real estate, etc.) With our team of experienced professionals you can free your time and know that you will end up with what you really want. 
  
• ​Organizational Management- by retaining us we can customize a secure operational platform which makes your time more efficient. How long does it take you to find a document for one of your trusts from 5 years ago?
  
• Legacy Planning - by preparing the next generation with your vision will secure your legacy carries on into the future. When was the last time your legacy plan was reviewed? You should have it reviewed every 3 to 5 years or when life changing events happen.
  
• LifeStyle Management - by retaining a trusted personal concierge it gives you the time to enjoy what you have built. What is on your bucket list which you have not had the time to enjoy?
• Philanthropic Oversight- annual due-diligence of your favorite charities to ensure your gifting has the maximum impact. Are they accomplishing your goals for them?
  
• Private Security/CyberSecurity - our team secures you and your family from physical as well a cyber threats. How safe are you and your family in everyday life and in the cyber world? When was the last time a stress test was completed?
  
• Transaction Oversight and Planning - we help you with your domestic/international transactions so they are planned & executed successfully. Are you expecting a liquidity event? What planning have you completed to maximize your profit?
  
• Treasured Asset Management - we assist you with reviews of value and coverage for your classic cars, high-end jewelry, fine art, etc. When was the last time your treasured assets were valued by an expert? Are they covered for the full replacement amount in the event of a loss?
  
• Accounting/Legal Introductions - by being our client you have access to our curated professional network who have proven results.
  
• Exclusive Access - we provide you and your family special access to events, clubs and networks. Where do you want to go? Who do you want to meet?
  

We look forward to talking to you...