GENERATION TO GENERATION

REAP PRIVATE CLIENT GROUP

A DEEP - SEATED COMMITMENT TO YOU AND THOSE YOU CARE ABOUT MOST

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OUR SERVICES

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Investment Strategy & Implementation

  • Investment policy development
  • Asset allocation plan development
  • Investment managers selection
  • Investment vehicle structures
  • In-house portfolio management
  • Custodial oversight
  • Core asset class oversight
  • Alternative asset class oversight
  • Special asset class research
  • Allocation and rebalancing oversight

Wealth Transfer Planning

  • Development of objectives
  • Multi-generational snapshot of existing strategies
  • Legal and tax strategies under consideration
  • Financial modeling of alternative strategies
  • Explanation of plans to owners
  • Action plan to implement changes

Lifestyle Enchantments

  • Personal bill paying
  • Domestic help and payroll
  • Tax compliance
  • Property management
  • Cash flow management and forecasting
  • Private travel management
  • Aircraft / watercraft management
  • Concierge services

Integrated Financial Strategies

  • Balance sheet analysis
  • Integrated tax and income plan design
  • Retirement planning
  • Analysis of professional advisors and fees
  • Tax and income plan implementation
  • Bank financing analysis and negotiations
  • Coordination of team of advisers

Trusteeship Services

  • Trustee fiduciary services
  • Agent for trustee compliance
  • Investment and beneficiary education
  • Advice on distributive duties
  • Cost analysis and negotiation of trustee fees
  • Selection and training of trustees and protectors
  • Beneficiary education and mentoring
  • Estate administration

Family Continuity / Client Education

  • Family governance
  • Family education plan
  • Family meeting coordination
  • Family news communication plan
  • Leadership training
  • Career planning
  • Coaching and mentoring

Client Information Management

  • Annual consolidated net worth statements
  • Cash flow analysis
  • Quarterly investment performance reports
  • Quarterly investment partnership accounting
  • Monthly entity accounting and reporting
  • Annual status reports compared to plan
  • Online access to custom reports
  • Record keeping for personal property

Liability Management

  • Trustee liability audit
  • Property and casualty insurance assessment
  • Life insurance analysis
  • Specialty practice lines of insurance
  • Personal security
  • Collectibles inventory, appraisal, and protection
  • Carrier solvency reporting

Family Philanthropy

  • Multi-generational objectives
  • Personal giving programs
  • Foundation trustee training
  • Private foundation management
  • Governance and board development
  • Strategy analysis and implementation
  • Foundation and grant administration

WHO WE ARE

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OUR STAFF

CHRIS HEERLEIN

FOUNDER

Chris Heerlein, a Texas native, is Partner at Reap Financial and Founder of REAP Private Client Group (RPCG), a family practice that helps private business owners and affluent individuals create, transition, preserve and grow their wealth over generations.

ALAINA MATTIX

ADVISER

Alaina was born and raised in Georgia and moved to Austin after a couple of years in Charlotte. Alaina assists Chris Heerlein in all steps of the planning process and assisting clients. She loves staying active and being around water. On weekends, you can find Alaina enjoying the amazing food and music Austin has to offer.

Click here to see the full list of our staff members.

our working process

planning & strategy

Appropriately productivate distributed infrastructures for one-to-one expertise.

design & develop

Credibly develop cross functional internal or "organic" sources vis-a-vis magnetic e-services.

test & deliver

Continually promote empowered resources for professional manufactured products.

WORK WITH US

We'll do everything we can to make our next best project!

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