Our process is centered around the most important piece of the puzzle: the client.
The first, and most important, part of our process is gaining a complete understanding of what your family expects to achieve by working with us, and how we can best go about working with and communicating information to you.
Our team will sit down with you and your family to set expectations for our relationship. Depending on your comfort level and family dynamic, this meeting may be attended by any and all members of your family who will be involved in this process. We seek to engage all members of a family, particularly children, as early as possible. Education is a core part of our service model, and acclimating children to their families wealth early on leads to more responsible decision making later in life.
We will work to gather all relevant family financial information and begin the process of categorizing and organizing this information in one secure location. We utilize cloud-based technology, accessible to your family and all members of our team. This technology makes important documents, notes, tasks, and real-time financial information available to you at all times.
Once all information has been consolidated, we will begin the process of analyzing your family’s wealth structure, both individually and in our respective areas of expertise, and then as a group to combine our thoughts in order to account for all viewpoints. We will then meet with your family to discuss our understanding of your current finances, discuss areas of strength and potential weaknesses and, if necessary, recommend courses of action to address those concerns.
We will create an investment policy statement based on your objectives and comfort level with varying investment options and risks. We will also create a communication schedule and help you set short and long-term financial goals. Educational opportunities may be appropriate to ensure that all members of your family have a solid understanding of your families wealth, and of the various facets of wealth management in general.