Engaging a family office can feel like a big step or a leap of faith. Sometimes you want to wade into things a little at a time, so you can gauge the fit, experience the people and the process before you commit.
We understand and respect the cautious approach.
We offer five “toe-in-the-water” projects to ease your transition. Each of the first step options are short term, tangible and of strategic importance.
The five first step option projects are:
- Net Worth Asset Allocation
- Estate Simulation
- Trust Operations Review
- Insurance Policy Review
- Insurance Proposal Review
Explore each project option, above.