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