Challenges We Address

We play three primary roles in our work with clients

• We serve as an outsourced family office for an UHNW family.
• We serve as an extension of an existing single family office.
• We conduct special projects and diagnostics for UHNW families.

Our work starts with you.

We address real-life issues that deeply impact your wealth.

Our work can be broken down in three main aspects of your financial life:

• Who are we as a family?
• What is our overall strategy and mission?
• What are our core principles and values?
• How do we make decisions and what roles do different family members play?
• What are our plans for succession and preparation of the next generation?
• What do we own and how do we own it?

• What does our network of providers look like?
• How does this network align with what we are trying to accomplish and how we want to make decisions?
• Do we have the right set of providers? Are we buying only the products and services we need, at the right price?
• What does the big picture of our investments look like? Is it aligned with our objectives?
• Are our estate planning structures up to date and in line with the overall strategy?

• How are we progressing towards our objectives?
• How are our investments performing?
• Is our overall net-worth increasing? Or decreasing?
• Do we have the right investments?
• Is our asset allocation right?
• How much are we paying – all in – for our wealth management services?
• Is everything we are doing aligning with our objectives and our plan?
• Do we have the right risk management tools in place?