Our Process

Your finances and investment goals are unique. We know we can truly understand them by working closely with you. We utilize our collaborative approach and apply the full breadth of our team’s specialists’ knowledge and experience to your situation.

Our strategies for you will be flexible, focused on your best interests, and designed to help build and preserve your wealth. Our relationships with families often span decades. We embrace our role as a long-term, trusted family advisor, operating in the tradition of a boutique family office to guide you and address a wide range of issues that arise over time.

Onboarding Process

Introduction

• Listening to what’s important to you, your family and legacy
• Learning the values that shape your decisions and priorities
• Introducing our philosophy, plan and process
• Meeting team members to introduce areas of expertise
• Presentation of wealth management process and how we can add value as your life unfolds

Discovery

• Gather data, documents, statements for analysis
• Determine risk tolerance, budgets, liquidity needs
• Identify unique challenges and circumstances (special issues)
• Analyze current investments and potential complications
• Disclose fees, structure and access
• Align investment strategies, service levels and type and frequency of communication

Onboarding

• Signature and sign-ons
• Transfer of assets
• Responsibilities assigned
• Online account and app tutorial
• Introduction to and delivery of personal financial organizer
• Retirement projections and probability
• Discuss current and future investment approach

Integration

• First statements and organization of paperwork
• Estate planning strategy and family dynamics
• Coordinate with CPA, attorney and insurance agent
• Business and family succession planning
• Educational and trust accounts
• Insurance and liability management
• Charitable giving mission

Guidance

• Agendas sent prior to meeting
• Meet to review progress toward goal
• Adjust wealth plan as your life unfolds
• Update plan documentation with meeting notes
• Counsel on all financial aspects of family life