Holistic Solutions. Minimal Complexity.
Asking the right questions?
Some planning firms feel they have all the answers. We believe asking the right questions is most important.
Who are the people or causes who matter most to you?
How do you define success?
How did you get to where you are and where are you headed from here?
What are your thoughts about legacy?
Did you and your spouse have similar - or different - experiences with money before you met?
How much is enough? What then?
+ Holistic Planning
Strategic planning for long-term challenges requires a firm grasp of the big picture. We invest the time to understand all the moving parts of a client's life and work and then work with them and their advisory team to ensure their plans are as secure, and representative of them, as possible.
+ Creating a Team
Siloed approaches to complex situations don’t work long term. The best outcomes are achieved through an ongoing dialogue between our clients, ourselves and a carefully chosen team of specialists. Diversity of perspective, skill sets and experience promotes creativity and best practices and helps to ensure that all of the bases are covered. Complex family or business situations, with siloed advisors who don’t connect, often have flawed plans and can actually cost more. Because we give our clients our all, we also work to help them build a team of top-level advisors who can work together to “actualize” their goals.
+ Accountability and Transparency
In the complex and ever-changing environment around financial and estate planning and family governance, we hold ourselves to the highest standards and expect the same of our clients, their other advisors, and our own partners.
Get in touch.
We would love to answer any questions you have about the process and philosophy behind our services