An integrated-approach to managing multi-generational family wealth. It’s a collaboration, from the beginning.
Working with you and your other advisors, we develop tailored financial, estate and tax-planning solutions to address your personal, family and philanthropic goals. From helping you make sure you have provided for your family appropriately to devising plans for preserving and growing your assets, we are here to help. Implementing industry-leading investment and asset allocation approaches, we’ll devise and monitor an integrated wealth plan focused on your life circumstances and goals, including:
- Financial and Estate Planning: Working with you and your advisors, we develop tailored financial, estate and tax planning solutions to address personal, family, and philanthropic goals.
- Asset Management: We build your investment strategy to match the cash flow, risk, and time horizon needs for your particular life circumstances and financial objectives.
- Trust Administration: Choosing a trustee, co-trustee, or agent is one of the most important financial decisions you must make during your lifetime.
- Estate Settlement: Estate settlement is a complex and technical process even in a simple estate. We are here to help and can serve as a Personal Representative or as agent for the Personal Representative.
What your Wealth Advisor can do for you.Discretion. Honesty. Objectivity. Teamwork.
We are fiduciaries who maintain the highest standards of professionalism and objectivity, always placing clients’ interests above all else. We offer candid, trustworthy advice at all times. Our advice-based fee structure is completely transparent – there are no hidden costs, commissions, or compensation.
Together, we define individual and family needs and goals. Every client relationship will have a senior member of our team serve as Relationship Manager. The Relationship Manager will have a deep knowledge of the personal and family dynamics that influence financial plans. We follow through to ensure correct implementation and ongoing monitoring of recommended solutions and progress toward established goals.