We coordinate the strategies, specialists, products, and resources to manage your wealth with your family in mind.
1. Discover
Understand your financial goals, obstacles and preferences
Gather documentation and information
Open dialogues with your consultants as necessary
2. Plan and propose
Careful deliberation and consultation with our specialists
Prepare your personalized wealth plan and the framework for long-term decisions
Tailored investment portfolio proposal to align with goals and plan
3. Implement
Initiate agreed-upon action steps
Phase in the investment recommendations
Establish a consistent communication framework
4. Monitor
Ongoing communication measuring progress according to the plan
Continuous assessment of the market, changing tax strategies, and your life events
Adjust the plan and investments as needed
Keep you, your accountant, and lawyer informed and coordinate action steps
Integrate new strategies and products when prudent