Business Details
25 Years
experience
Your Trusted Partner for Family Financial Advisory Services
Sicart Associates is a boutique financial advisory firm specializing in long-term wealth preservation and growth for multi-generational families. With over five decades of combined experience, our team of seasoned professionals brings a unique blend of contrarian value investing principles and personalized family office services. We distinguish ourselves through our disciplined approach to portfolio management, emphasizing risk mitigation and strategic asset allocation tailored to each family's unique needs. Our heritage as trusted advisors to international families informs our deep understanding of complex patrimonial challenges, tax planning, and intergenerational communication.We maintain a steadfast commitment to transparency, ethical practices, and client-centric decision-making, avoiding institutional pressures that compromise long-term objectives. Our expertise extends beyond traditional investment management to encompass comprehensive family financial stewardship, ensuring clients receive holistic guidance that aligns with their values and legacy goals.
Services
Portfolio Management
Family Office Services
Wealth Preservation
Investment Advisory
Intergenerational Planning
Details
- Year established: 2001
Highlights and features
- We offer 50+ years of combined experience in family wealth management
- Our contrarian investment approach identifies undervalued opportunities others overlook
- We provide personalized family office services without institutional conflicts
- Our international perspective addresses cross-border financial complexities
- We maintain a boutique structure focused solely on client interests
Services
Portfolio Management
Our portfolio management service focuses on constructing concentrated, diversified equity portfolios tailored to individual client needs. We implement disciplined position sizing strategies while maintaining liquidity and managing risk through careful security selection. Our approach emphasizes long-term value investing principles with selective opportunistic trading to enhance returns over market cycles.
Family Office Services
We provide comprehensive family office solutions addressing complex wealth management challenges across generations. Our services include tax planning coordination, intergenerational communication facilitation, and customized financial governance structures. We specialize in navigating cross-border financial matters while maintaining continuity through changing family dynamics and market environments.
Intergenerational Planning
Our intergenerational planning service focuses on preserving family wealth across multiple generations. We develop customized strategies for transferring values alongside assets, implementing educational programs for younger generations, and creating governance frameworks that ensure long-term family financial harmony and continuity.
Contrarian Investing
We specialize in contrarian value investing strategies that identify undervalued securities facing temporary market disfavor. Our approach combines fundamental analysis with behavioral finance insights, seeking opportunities where market sentiment creates mispricing in fundamentally sound businesses with durable competitive advantages.
Wealth Preservation
Our wealth preservation strategies focus on protecting client assets through prudent risk management and capital allocation. We emphasize downside protection while maintaining growth potential through careful security selection, diversification, and strategic cash reserves to navigate various market conditions.
People
Francois Sicart
Founding Partner
With 50 years of experience managing family wealth, Francois Sicart is a seasoned investment professional and author. He previously chaired Tocqueville Asset Management and served on multiple financial institution boards. His expertise spans global family office services and contrarian investing.
Patsy Jaganath
Founding Partner
Patsy Jaganath brings 23 years of financial experience to her role as Founding Partner. She previously served as Controller at Tocqueville Asset Management and has led the Family Office division for two decades, specializing in comprehensive family financial stewardship and accounting oversight.
Allen Huang
Founding Partner
Allen Huang, CFA, contributes over 20 years of investment management experience to Sicart Associates. As former senior portfolio manager at Tocqueville Asset Management, he specializes in portfolio strategy and international wealth management with particular expertise in Asian patrimonial matters.
Questions
What makes Sicart Associates different from other financial advisors?
We specialize in family wealth management with a contrarian value investing approach, maintaining independence from institutional pressures while focusing on multi-generational needs.
How does Sicart Associates approach investment management?
We employ disciplined contrarian strategies, seeking undervalued opportunities through fundamental analysis while maintaining portfolio diversification and risk management.
What services do you offer beyond investment management?
We provide comprehensive family office services including tax planning, intergenerational communication guidance, and complex patrimonial issue resolution.
How do you handle market volatility?
We maintain a long-term perspective, using volatility as opportunity while emphasizing capital preservation and strategic position sizing.
What experience does your team have?
Our founding partners collectively hold over 90 years of financial industry experience, including specialized expertise in international family wealth dynamics.
