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Our approach to building your wealth enterprise has three phases:

  • Phase 1: Understanding Your Family's Whole Picture

    Family Wealth
    • Holdings & Structures
    • Sources & Uses of Cash
    • Financial Provider Network
    • Structures & Wealth Transfer Plan

    Family Dynamics
    • Family History
    • Communication Practices
    • Values
    • Governance & Decision-Making
    • Roles and Participation
    • Values Aligned Investment Goals
  • Phase 2: Creating Your Family's Plan

    Family Wealth
    • Alignment of Investment Portfolio with Family Goals
    • Review Fee Structures from Outside Providers
    • Evaluate Risk
    • Work with your professional advisors to assess potential tax & estate planning issues
    • Enhance Provider Network Where Appropriate

    Family Dynamics
    • Engage Family Members in Key Roles
    • Create Family Governance Structures
    • Enhance Financial Literacy
    • Establish/Enhance Communication Channels
  • Phase 3: Executing Day to Day

    • Oversee Investment Strategy and Execution, Including Sourcing & Review of Managers
    • Consolidate Reporting, Cash Flow, Reporting, Review and Reconcile Transactions
    • Provide Family Governance Support to Help the Family Stay Engaged and Aligned
    • Engage Actively with network of providers
    • Re-evaluate and propose any necessary changes to estate plan