Managing family wealth has three components: purpose (why?), method (how?), and outcome (what?). Families define the “why.” Advisors are trained on the “how.” Where they intersect is on the outcome, or “what.”
We recognize that the typical family will have numerous advisors ranging from: family office staff, financial planners, investment advisors, accountants, financial coaches, financial therapists, tax advisors, attorneys, and estate planners, etc. Each plays an important role and offers a unique skill set.
We look at your financial picture holistically and coordinate your team to ensure everyone is working together on your behalf.