Wealth Advisory Services

A Holistic Approach

We offer wealth advisory services as opposed to traditional wealth management.

What’s the difference?

On the surface, they seem similar. Generally, wealth managers and wealth management firms focus on your investable assets, risk management and tax mitigation. Solutions are largely product-based.

By contrast, we focus on you, your family, and your net worth. The service focus is advice, direction, and support.

Wealth advisors approach wealth from a holistic perspective:

  • We provide a consolidated view of your net worth

  • We put everything into short and long-term goals and a policy perspective

  • We coordinate between you and your team of providers (lawyers, accountants, tax experts, etc.) to put plans into action

  • We work with your family members to prepare them for the future

The focus is always on you and the needs of your family.

The approach is liberating for all involved because there is no pressure to sell or avoid being sold. It’s a collaborative win/win partnership.

Managing Beyond
Your Portfolio

An Unbiased Approach to
Family Office Services

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How We Help

By providing unbiased advice and direction through life’s transitions

Unbiased
Reviews &
Alternatives

Strategic
Planning
.

Vendor
Coordination
& Direction

Family
Meetings &
Facilitation

Aggregated
Record Keeping
& Reporting