Our process

We typically meet with prospective new clients in three stages: first to make initial introductions, then to discuss our strategy and develop your personalised plan, and finally to sign off on the plan and embark on implementation. This process enables us both to ensure a good fit for our service offering and your needs. Once you become a client, we will collaborate with your accountants and lawyers to facilitate management of your assets. We are proud of our multigenerational relationships and will be pleased to assist the younger members of your family, as well.