Supporting families

Those who are important to you, are also important to us. It is for this reason that we apply a family-based approach to our wealth management process, as we aim to help both you and your loved ones successfully manage your wealth for the future. We understand that your family’s finances can be an incredibly complex and sophisticated matter. However, we will work with every member of your family to provide meaningful services that are necessary to ensure that everyone’s long-term goals are met.

Through our unique family-based approach, we aim to assist multiple generations of your family in unique, specific ways. We work to help older generations preserve their wealth and transfer it to others, while simultaneously helping younger generations adopt family values and fiscal responsibility to develop financial independence. This holistic approach can help maintain financial stability and success not just for you, but for your loved ones as well.


Caring for aging relatives

Many adults tend to find themselves in a delicate situation, needing to care for their elderly relatives. You may be tasked with helping less capable family members all while taking care of your children and maintaining a career. This can cause a great deal of anxiety when finances and investments become involved, and you may unexpectedly become the chief financial decision maker for your relatives. Recognizing how difficult and time-consuming these situations may be, our team will work to simplify the process for you and ensure that your family’s finances are in the right hands. One common method we utilize to deal with such finances is to invest the funds into a low-risk portfolio. This is a highly efficient way of using idle assets to garner a steady cash flow over time. We can work to create a risk-averse investment strategy that almost guarantees profits, ensuring that your relatives get the most out of their assets.

We would be happy to arrange a meeting at a personal residence or care home to discuss these matters in more detail with you and your relatives. Hopefully, we can successfully alleviate the burden of managing a relative’s finances, thereby allowing you to live life more comfortably.


Preparing the next generation

It is never too early to begin planning for the people who will inevitably be managing the future of your family’s assets: your children and grandchildren. We want to make sure that you can prepare the next generation to assume responsibility for the family’s wealth and manage it wisely. We believe that the best way to accomplish this is to get younger generations started as early as possible. When your children and grandchildren begin to gradually undertake greater financial responsibilities, it makes it easier for them to eventually transition into a state of financial independence. For many families, a valuable mechanism for preparing the next generation is to set up a Tax-Free Savings Account when their children turn 18 or enter the workforce. Through this account, they can be taught the basics of investing and personal financial management. By teaching your children and grandchildren valuable skills that they can utilize in their personal accounts, you can encourage them to develop meaningful habits and abilities that will become essential in the future. As a result, you can ensure that the future of your family’s wealth is in good hands.


Planning for the future

Preserving your wealth requires more than just taking care of your current finances. In order to ensure long-term financial stability for your entire family, it is essential to extensively plan for possible future scenarios. We work with a world-class legal team and the top Tax & Estate Planning team in the nation to ensure that your wealth will be managed consistently and thoroughly. Taking the emotion out of financial decisions, we provide estate and tax-planning structures that create a reliable plan for the future. With sensitivity, we will help you make preemptive financial decisions to handle your finances in the unfortunate case that your partner passes away. We work closely with widows and widowers to help them ease into a state of financial independence.

Furthermore, our thorough planning process is structured in such a way that if you pass away, we will continue looking after your wealth and ensuring that your loved ones are protected. As part of this process, we will provide you with an extensive Estate Record Keeper to ensure that all of your assets are recorded, organized, and taken care of. With our exhaustive measures in place, you can rest assured that your wealth will be maximized and protected despite unfortunate situations that may arise.

If you have other trusted advisors and/or accountants, we would be happy to speak to them as well and involve them in this important process.



The use of an intergenerational approach is vital towards ensuring that your finances are effectively managed now, and in the future. Taking care of your personal finances is hard enough; managing your entire family’s finances is dramatically more difficult. That is why we do all of the hard work for you, guiding you through every step of the process to ensure that your family’s wealth is protected for years to come.