A process that works.
It all starts with you. Understanding your goals and objectives. Analyzing your family dynamics and financial situation. Creating and implementing a plan to accomplish your goals and objectives. Monitoring the plan on an ongoing basis to keep current with a constantly changing world. And lastly, managing the entities, trusts and other “vehicles” that result from successful planning. This is our disciplined approach to helping your family achieve your short, intermediate and long term goals.
Our Process
Professional Service Provider Coordinator
As CFO of your family office, we coordinate with your professional service providers to oversee and manage your wealth. We are compensated by your family to work for your family. The advice we provide is completely objective and free of conflicts of interest. We are not compensated by any third party, asset manager, insurance provider or financial product provider.
