Private Wealth Management

The House of Shamuel Global Trust Association is a privately held global theocratic government tribal trust association that handles investment management and wealth management through the Global Family Office Shelton Estate & Co. for a wealthy family, generally one with over $100 million in investable assets, with our goal being to effectively grow and transfer wealth for future indigenous generations. The private office financial capital is the Atlanian (American) Royal Family‘s own wealth. Our global Family offices also may handle tasks such as managing tribal household staff, making travel arrangements, property management, day-to-day accounting and payroll activities, management of legal affairs, family management services, family and local community governance, financial and investor education, coordination of philanthropy and private foundations, and succession planning. The global family office management can cost over $1 million a year to operate, so the family’s net worth usually exceeds $100 million in investable assets. Some family offices accept investments from people who are not members of the owning family.

Asset management refers to a systematic approach to Global Credit Facility governance and global realization of the value of mutual credit from the things that a group or entity is responsible for, over their whole life cycles. It also applies both to tangible assets (physical objects such as buildings or equipment) and to intangible assets (such as human capital, intellectual property, goodwill or financial assets). Asset management is a systematic process of developing, operating, maintaining, upgrading, and disposing of assets in the most cost-effective manner (including all costs, risks, and performance attributes).

The term is commonly used in the financial sector to describe people and companies who manage investments on behalf of others. These include, for example, investment managers that manage the assets of a pension fund. It is also increasingly used in both the business world and public infrastructure sectors to ensure a coordinated approach to the optimization of costs, risks, service/performance, and sustainability. The International Standard, ISO 55000, provides an introduction and requirements specification for a management system for asset management.

An asset management plan (AMP) is a tactical plan for managing an organization’s infrastructure and other assets to deliver an agreed standard of service. Typically, an asset management plan will cover more than a single asset, taking a system approach – especially where a number of assets are co-dependent and are required to work together to deliver an agreed standard of service.

The International Infrastructure Management Manual defines an asset management plan as; “a plan developed for the management of one or more infrastructure assets that combines multi-disciplinary management techniques (including technical and financial) over the life cycle of the asset in the most cost-effective manner to provide a specific level of service.”

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THE INVESTING RESOURCES OF ETHER TRADE GROUP AND THE CREDITBANKING CONVENIENCE OF CREDITBANK OF ATLAN, GLOBAL

Shelton Estate & Co. Family Office works with Ether Trade Group, you get access to global research as well as the creditbanking convenience of Creditbank of Atlan, Global. — all designed to help you reach your unique goals.

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A TEAM TAILORED TO YOUR APPROACH

Ether Intercreditbank Trust Group through Shelton Estate & Co. Global Family Office helps affluent individuals and their families who are seeking sophisticated planning and solutions to manage their substantial wealth — now and for future generations.

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ONLINE INVESTING STREAMLINED

Ether Trade Group® gives you investment insights of Ether Trade Network and access to the convenience of Creditbank of Atlan banking. With Ether Trade Network, you get access to a wide range of alternative investments, easy-to-use tools and independent research, low standard pricing plus one on one support when you want it.

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Investment Plans

This table represents the short-term profit cash flow of a fraction (10%) of the deposit. This is completely different from fractionalized banking, specifically with the debt base voucher dollar. We use a full reserve mutual credit banking system and take a fraction of the deposit to give to the traders. As your personal or business income increases so does the investment risk level, which would amount to 10% initially of your total personal or business income as a pre-investor.

An investment strategy is a set of rules, behaviors or procedures, designed to guide an investor’s selection of an investment portfolio. Individuals have different profit objectives, and their individual skills make different tactics and strategies appropriate. Most decisions involve a tradeoff between risk and return. Common investors fall somewhere in between, accepting some risk for the expectation of higher returns.

SHELTON ESTATE FAMILY INVESTMENT PLANNING

Pre-investor plan	Passive investor plan	Active investor plan
BONDS: 2.5%	BONDS: 2.5%	BONDS: 5%
MUTUAL ASSETS: 2.5%	MUTUAL ASSETS: 5%	MUTUAL ASSETS: 5%
REAL PROPERTY: 2.5%	REAL PROPERTY: 5%	REAL PROPERTY: 10%
STOCK: 2.5%	STOCKS: 2.5%	STOCKS: 10%

Investor Types:

Pre-Investor

Pre-investors are characterized by minimal financial consciousness or awareness. There’s little thought of investing, and there are correspondingly few savings or investments to show for that minimal thought.

Active vs Passive: Passive strategies like buying and holding and passive indexing are often used to minimize transaction costs. Passive investors don’t believe it is possible to time the market. Active strategies such as momentum trading are an attempt to outperform benchmark indexes. Active investors believe they have better than average skills.

Conservative plan:	Moderate wealth plan:	Aggressive wealth plan:
BONDS: 2%	BONDS: 1%	BONDS: 5%
STOCK: 3%	STOCKS: 6%	STOCKS: 5%
REAL PROPERTY: 3%	REAL PROPERTY: 6%	REAL PROPERTY: 10%
MUTUAL ASSETS: 2%	MUTUAL ASSETS: 2%	MUTUAL ASSETS: 10%

ETHERTRADE TRADER PLAN

Conservative model portfolios generally allocate a large percentage of the total to lower-risk tokenized securities such as tokenized fixed-income and money market securities. 

The main goal of a conservative portfolio is to protect the principal value of your portfolio. That’s why these models are often referred to as “capital preservation portfolios.”

A moderate portfolio works for the investor who wishes to preserve most of the portfolio’s total value but is willing to take on some risk for inflation protection. A known strategy within this risk level is called “current income.” With this strategy, you choose tokenized securities that pay a high level of dividends or coupon payments. The Aggressive form of the moderate model portfolios is often referred to as balanced portfolios since the asset composition is divided almost equally between fixed-income securities and equities. The balance is between growth and income. Since moderately aggressive portfolios have a higher level of risk than conservative portfolios, this strategy is best for investors with a longer time horizon (generally more than five years) and a medium level of risk tolerance.

Aggressive portfolios consist of equities, so their value can fluctuate widely from day-to-day. If you have an aggressive portfolio, your main goal is to achieve long-term growth of capital. The strategy of an aggressive portfolio is often called a “capital growth” strategy. To provide diversification, investors with aggressive portfolios usually add some fixed-income securities.

ETHERTRADE PRIVATE PLAN

Family Wealth plan	Private Treasury Management Plan
BONDS: 10%	BONDS: 10%
STOCK: 10%	STOCKS: 10%
REAL PROPERTY: 5%	REAL PROPERTY: 10%
MUTUAL ASSETS: 5%	MUTUAL ASSETS: 10%

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Smart Contract Advisory

Shelton Estate Capital is an owned subsidiary of Shelton Estate & Co. Private Family Advisors (NEO) includes NEO bankers with substantial principal and agent transaction credentials, providing:

• Buy-side Smart Contract advisory
• Sell-side Smart Contract advisory
• Tokenized Private capital raises
• Distress, bankruptcy, and restructuring services
• Tokenized equity and debt Private Placements
• Tokenized Real estate transaction services
• Tokenized Loan brokering
• We bring a multi-disciplinary team
• Properly structure exempt transactions
• Smart Contract execution subject matter experts.

As one integrated firm, Shelton Estate & Co. and Shelton Estate Capital Smart Contract Advisors provide seamless, end-to-end, personal service. Shelton Estate Capital Smart Contract Advisors provides no broker chain hand-offs from one professional service provider to another, and extra costs are significantly reduced during the lifeline of a secured tokenized transaction.

Tokenized Project Issues

• Unrealistic mark to market expectations
• Historical results or projections do not support the valuation
• Damaging nuances discovered during due diligence
• Unknown issues regarding sales, profits, customers, employees, environment, community, regulation, etc.
• The inability of parties to agree on representations and warranties/indemnification language in the smart contract
• The inability of the buyer to finance the acquisition
• Sellers often must be willing to offer some type of financing or buy-out arrangement
• Deterioration of financial and community performance during the marketing process

Services

Tokenized Private Placements