Relationship Management
Our approach to Wealth Management focuses on putting people first. We strive to ensure that we build long-term relationships with you by focusing on what is important to you and the people you care most about through a consultative process.
Financial Advocacy
This principle allows us to act as an advocate for you, and work effectively as your personal chief financial officer. Building relationships with your other professional advisers, or providing you with contacts within our own professional network, ensure that each element of your broader wealth management needs are satisfied in a collaborative and aligned manner, and that you benefit directly from talented experts in accounting, legal, and financial matters.
Our role as your personal CFO, is to ensure you’re receiving value from your advisory team and that all elements of your financial wealth are looked after by trusted and talented experts.
Multi-Generational Wealth Management
We collaborate with multi-generational private families who have amassed wealth intended to endure beyond the initial generation. As families expand, so does the complexity of individual needs, aspirations, ambitions, and ideas within the family, potentially leading to complexity and tension.
Our clients share specific objectives, often including:
Establishing and upholding family values.
Serving as responsible stewards of family wealth.
Ensuring equitable treatment of younger generations in estate planning.
Preserving a financial legacy.
Preparing younger family members for succession.
Supporting the younger generation in their personal and professional endeavors.
Creating a living legacy.
Promoting family cohesion.
Our approach involves working with the entire family, ensuring that common goals and values are maintained, while also gaining a deep understanding of each family member's individual aspirations.