Our mission is to provide financial peace of mind to our clients through responsible investing, account optimization, and world-class service.
Our business model is straightforward: we align our objectives with those of our clients. We have no internal managers and do not receive compensation from anyone other than our clients. This keeps it so that our only interest is in understanding each client's particular needs and acting in their best interest, to the point where we often have our own individual money invested alongside our clients.
So whether it is investment management, effective philanthropy, tax efficiency, or family education, our collective knowledge comes from first-hand experience and allows us to design unique solutions for any issue a client may face -- and to do so in an open and honest manner.
We create and foster an environment where individuals and families can thrive through our sensitivity to each individual's goals and each family's dynamics.
A relationship of trust
We work closely with each family member to understand their decision making process and set of values. These collective conversations provide the basis for creating a comprehensive financial strategy and asset allocation to best match each family member's goals, taking into consideration their risk tolerances, return objectives, and liquidity needs.
While the nuances of these important conversations cannot be captured in a standardized questionnaire or a series of checked boxes, our collaborative dialogue helps to establish a foundation of trust from which to further preserve and build a family's values, wealth, and legacy.
With a deep understanding of our clients and their objectives and priorities, we develop a customized and encompassing wealth management plan. To best accomplish each family member's goals, we incorporate all aspects of their financial lives and future plans, which can include: i) trust and estate planning to ensure wealth transfer goals are met, ii) tax planning for the greatest efficiency, iii) philanthropic solutions to simplify charitable goals, iv) insurance assessments for risk management, and v) retirement and lifestyle cash flow planning.
These areas are reviewed as often as needed in response to changing life circumstances and goals.
We believe that knowledge breeds confidence and security, and to that extent, we help our clients stay engaged and informed through regular meetings to discuss portfolio specifics, along with quarterly performance reports. Also, depending on a family's level of interest, we are happy to delve deeper into educational events centered around demystifying current investment opportunities, macroeconomic themes, and raising financially fit children.