• Every client has a written, up-to-date financial plan 
  • Every client has an up-to-date Will 
  • Every client has named a well-considered Executor, Power of Attorney and Personal Directive, in a suitable jurisdiction, properly documented 
  • Every client has had a comprehensive estate planning review 
  • Every client utilizes tax-efficient investment strategies most beneficial to their own situation 
  •  Every client has a personalized investment portfolio with a fully transparent fee structure 
  • Every client has been offered a fully digital experience, including online statements, tax documents and remote meeting capabilities 
  • Every client has been offered an extensive team of professionals, such as lawyers, accountants, commercial banking advisors, personal banking advisors, private bankers.