Altogether, what's developed over the course of more than 20 years is an extraordinary set of multigenerational family relationships, and a specialized platform through which we can serve them with complete objectivity.
We facilitate a relationship framework conversation that outlines what you can expect from us throughout our advisory relationship, including ongoing services and communication mandates.
We meet with you to establish a foundational understanding of your family’s values, to review our 15 Key Wealth Considerations, and to define goals for your financial security and family wealth.
In collaboration with our in-house team and any relevant professionals in our family office network, we construct a comprehensive family wealth plan, lifetime cash flow projections and an investment strategy aligned with your goals and risk tolerance.
Once we present our recommendations to you, we initiate a systematic implementation process to help ensure that all applicable steps are taken to follow through on your wealth plan.
We periodically review your asset allocations to account for shifting market, economic and investor sentiment conditions, and we regularly adjust your living plan as life evolves.
In addition to hosting your annual Comprehensive Checkup, we are your family’s resource for exploring new ideas, staying financially organized and making strategic wealth decisions.