Your wealth will outlast your lifetime and the lifetime of your current advisors, yet few families are provided with a model that supports this need for continuity. Our business model addresses continuity along three important dimensions: relationship, process and firm.
We call this Continuity3 (Continuity Cubed) and it is our commitment to you.
It’s more than simply saying “we’ll be there.” It’s embedded in our relationships with clients, our oversight of the assets entrusted to us, and the succession plans for the firm. By laying a foundation to serve, today and over the long term, it transitions the all-too-common promise to work with a client’s best interest in mind – from lip service to life changing.
Continuity of Relationship
There are two advisors and a support team involved in every relationship. If something happens to your lead advisor, your affairs will be managed consistently with your goals, without disruption or interruption.
Continuity of Process
Where most families’ affairs are addressed only once or twice a year, we treat sustainability of wealth as an ongoing process. Big issues are handled before they get out of control and plans are assessed frequently to determine what’s working and what needs fine-tuning. This allows you to feel relaxed and in control of all matters regarding your wealth.
Continuity of Firm
Our legacy to the community of clients we serve is to build a firm that thrives long after its founders. We have a critical mass of experienced team members and a business succession plan that ensures continuity of the firm. Mentoring is part of our DNA; we are deeply committed to grooming next generation advisors and to creating a culture in which they enjoy their own life’s work.