Our process

Family wealth planning

  • Estate, tax and retirement planning
  • Business planning strategy
  • Insurance strategy
  • Charitable donations
  • U.S. tax
  • Creation of a trust

Advice and solutions

  • Proactive portfolio tax management
  • Asset allocation focused on reducing taxes and volatility
  • Access to economic and market research
  • Investment Policy Statement
  • Fee based on assets

Client statement and communications

  • Periodical meetings
  • Systematic portfolio reviews
  • Online Account Access
  • Access to a vast network of professionals

Administration

  • First class administrative support
  • Timely answers to your inquiries
  • Personalized service