Relationship
development | -
Through deep discovery and ongoing rediscovery, we focus on the seven essential areas in your life and your finances that really matter: values, goals, relationships, assets, advisors, contact and interests -
Determine your financial vision for your family, legacy, health, lifestyle, travel, life events |
Financial
planning | -
Interactive sessions to create the best collaborative plan for you -
Determine your cash flow and needs -
Produce tax effective withdrawal and contribution strategies -
Identify both qualitative and financial goals |
Wealth
management
planning | -
Document all your financial affairs to protect you and your family: wills, power of attorney, personal directives, insurance, health, etc. -
Work with your professionals and our professional network board to provide you with comprehensive integrated solutions that: -
protect your wealth, while enhancing it -
pass your wealth on effectively to the next generation -
provide clarity for business succession -
maximize the impact of charitable giving during and after your life |
| Tax planning | -
Develop tax effective portfolios, income streams, withdrawal strategies -
Proactive tax planning with your professionals to mitigate taxes -
Document and summarize important personal tax information for planning -
Document and summarize important corporate tax information for planning -
Provide a comprehensive tax package to your tax professional |
Investment
solutions | -
Create your optimal asset allocation based on your risk tolerance -
Design model portfolios that maximize return while minimizing risk -
Design open architecture portfolios to access the best in class managers -
Managers are selected to both grow and protect your capital -
Ongoing due diligence of all managers -
Ongoing rebalancing of portfolios to manage risk and enhance returns -
Provide ongoing portfolio reviews to keep you informed |
| Service | -
Dedicated and experienced team of four professionals with a combined 50+ years of experience -
Monthly and quarterly portfolio statements and daily online access -
Quarterly market updates -
Quarterly portfolio reviews -
Annual planning sessions that: -
Enhance relationship development -
Update your financial progress -
Update your financial plan to ensure you’re on track -
Provide recommendations and rebalance only when required -
Inform you through educational sessions -
Review and assess all your investment managers for both performance and risk mitigation -
Review your wealth management summary -
Address the advanced planning you need to enhance your wealth, protect it, ensure proper transfer as well as maximizing the impact of your charitable contributions |