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What We Do

Services

What We Do

Holistic. Artisanal. Transparent. Insightful.

These are all descriptions of our work with families, but to fully understand what it feels like to be a client, it all starts with the process. Our approach to wealth management is centered on you, our valued clients. In all we do, our top priority is ensuring that we meet your financial objectives in a way that reflects your goals and aspirations, and is totally transparent, comprehensive and integrated.

Discovery

The first part of our work with you can be described as a lot of listening. We listen intently, and get to know your family, your challenges, your stories and your plans. And we also include all your family members in the conversation so that we can fully understand any generational implications in your wealth planning. Our business is about trusted relationships, not just the mechanics of money management. Getting to know you is the first step to ensure that your values, as well as your money, are passed to your heirs.

Analysis & Planning

We also work with you to gather information so that we can prudently asses where you stand. Once we have a firm understanding of your current financial circumstances and business holdings, we work to understand your investment experiences, risk preferences and time horizon, cash flow needs, tax implications and planning objectives. Armed with information, we report on where you are financially as compared to your objectives; and what needs to change to get you there.

Implemetation

With a long-term perspective, we get to work to implement your strategic wealth vision, in all the areas of your financial life. Our client families benefit from an integrated approach that addresses your investments, estate planning, tax planning and when the time comes, heir preparation. We also deliver an investment policy statement to serve as a guide for investment decisions both now, and in the future.

Execution

We never stop helping you to achieve your financial objectives, and as your life changes, so will our work. We guide you through any financial challenge so that you feel calm and secure in your financial life.

What We Do

Our Investment Process
Investments
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