As a full-service private wealth management and advisory team for affluent families, we act as a concierge to your legacy. We use a combination of asset management, cash management, risk management, wealth transfer, tax services, budgeting, insurance, charitable giving, financial planning, and lifestyle management to address the issues you face, helping you navigate the complex world of wealth management.
Getting to know you
Understanding what you value informs everything we do. It’s foundational. Which is why we’re comprehensive in our discovery. We establish a thorough understanding of your family background, priorities, goals and aspirations.
- How will your wealth empower you?
- Where do you see yourself in five and ten years? Your family?
- What would you like to change about your current lifestyle?
- How often do you monitor the markets? Your portfolio?
- What does an ideal retirement look like to you?
- What role will philanthropy play in your legacy?
We meet with you to ensure we have captured all your requirements and that you are comfortable with our recommendations and strategies. Only then do we implement your personalized wealth plan.
We take a dynamic and tactical approach to investment management. As markets continue to evolve and integrate into the global economy, the opportunities for investors will likely continue to expand. We meet with the tax, estate, banking, insurance and legal experts to coordinate and execute on your plan.
A well-constructed personalized portfolio is one that gets you to your goals and allows you peace of mind.