What Can You Expect?

We keep you informed and involved in the management of your family’s wealth enterprise®. Our goal is to engage your whole family – to prepare the next generation to manage your family’s wealth and continue its legacy.

Education. Collaboration. Empowerment. Those are not just words – they are the way we work with you. We listen. We work with your providers. We understand your estate planning. We make it our business to help you to manage and direct your wealth enterprise®.

There is no one-size-fits-all and our strength lies in tailoring our services to fit your needs. Once we identify the areas of your wealth enterprise® that need support, we work with you to create solutions that are both cost effective and efficient; both short-term and long-term focused.

Our clients have access to an elite network of like-minded families and professionals, and a safe environment in which to share experiences and collaborate. Comfort comes with knowing you are not the only one with challenges, and sometimes the best way to solve a problem is to ask a friend.

Our fee structure is simple: we are paid by you and only by you. Transparent. Simple. We are not paid any commissions or incentives by any manager, service provider, or financial firm. We do not charge ‘extra’ for this, or ‘more’ for that. Since each family is different, each wealth enterprise® is unique – and as such, each family’s service is customized. Our preferred method of pricing is a retainer, or flat fee, which takes into account the specific nature of your wealth enterprise®.

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