Our Approach
Our approach to building your wealth enterprise® has three phases:
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
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
- 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
