our process

We are committed to the highest levels of data security and discretion throughout our planning process. 

After we do our due diligence to understand your family’s unique situation, then we design unbiased, strategic wealth planning strategies and help you through the implementation process as seamlessly as possible. 

Because of the intricacies and specialty of our work along with the dynamic nature of a global economy, monitoring the implemented strategies is an utmost priority.  Ensuring continuous reviews of your family’s planning along with the implemented strategies is part of our normal process.

Our process is three-fold: Consultative, Collaborate and Comprehensive. 

Consultative

We listen to what you have done and what is important to you, and then we educate, provide professional advice, and make recommendations best suited to your family’s needs.

Collaborative

Through our consultative approach we work with the family and their team of legal and tax advisors, family offices and financial advisors to identify the family’s goals, needs and concerns.

Comprehensive

We like to understand the entire picture of the families we work with. From the personal standpoint, it is key to understand the family dynamics, along with their goals and concerns. From the financial perspective, we dive into what they have implemented throughout the years, including garnering an understanding of what has worked and what has not. And from the business perspective, we strive to understand the ultimate goal, whether it is to sell or pass to the next generation efficiently.