Every individual and family we meet has made some progress around planning, investing and managing their affairs. Yet most haven’t reached a point where they can separate themselves from the associated complexity and stress.
We offer an organizational system that keeps everything related to your wealth in one place. We strive to simplify the complexities of wealth. One way we do this is by providing each client access to an online portal that lets them see all of their investment assets in one place. The portal also allows them to store valuable documents in a secure, password-protected vault. This includes everything from estate documents to birth certificates, accessible from anywhere in the world.
We believe wealth is a means to an end and as a result, we offer special services designed to help clients pass on their values, as well as their valuables. These services include the creation of a Family Financial Philosophy and multigenerational family meetings or retreats.
As our mutual trust and knowledge build over time, we see and suggest ways to simplify your life and improve the effective deployment and stewardship of your wealth. From the outside, the notion of continuous attention may sound overwhelming. Our clients tell us that once they have a chance to see their affairs from the inside with a trusted partner, they finally grasp how relaxing and liberating this kind of clarity and confidence can be.