Welcome to our family-office approach to wealth management—your key to a secure and prosperous future. Our process, which is our commitment to you, is based on our values of accountability, transparency, and excellence. 

 

 

Meeting #1: Discovery and Fit

Our initial step involves having a conversation with you and your family to establish a connection and determine if we're the right fit.

We aim to understand your personal and financial complexities, along with the dreams you envision for yourself, the family you lead, and the legacy you wish to leave behind.

Following our assessment of fit we will schedule our second meeting.

 

 

Meeting #2: Your Personalized Financial Plan

In the week following our initial meeting, we will develop and present a financial strategy tailored exclusively to you, allowing us, to collaboratively:

  1. Implement effective tax planning strategies
  2. Address your income needs
  3. Engage our expert partners to enhance the plan
  4. Strategize for your retirement

Once you have a clear understanding of your strategy, we'll implement your plan.

 

 

Meeting #3: Implementing a tax-efficient portfolio aligned with your unique financial plan

Combining your plan and our wealth philosophy we will craft your portfolio.

Our wealth philosophy is built on 4 pillars:

  1. Tax-Efficiency: Prioritizing tax-efficient returns
  2. Capital Preservation: Safeguarding and growing your wealth with a focus on stability
  3. Discipline: Adhering to a structured approach in various market conditions
  4. Value: Selecting investments with compelling pricing

 

 

 

Ongoing Support

Your groundwork established, we'll provide you with a service plan for the upcoming 12 months which includes:

  1. Financial plan progress reviews
  2. Investment performance reviews
  3. Engagements with our expert partners
  4. End of year tax planning