Our services

We provide you with solutions and advice in the areas of particular concern to our clients:

  • Protecting and enhancing your wealth
  • Developing financial projections to clarify when you can afford to retire comfortably
  • Developing investment portfolio cash flow projections comparing current spending to financial goals
  • Minimizing tax
  • Working in collaboration with legal counsel in the structure and preparation of asset settlement post-divorce
  • Transitioning wealth to future generations
  • Protecting your wealth with the best insurance options
  • Understanding your wealth options (education on markets, tax and estate planning, US real estate, blended family wealth strategies)

 

Learn more about how we invest your wealth.