Frequently Asked Questions
Your spouse or partner, if applicable, and an open mind. Some people find reading our whitepaper helps them prepare for our meeting. However, it’s not necessary.
In many cases, we do not replace existing providers. Our role is unique enough where we don’t overlap. We often work quite closely with your existing provider network.
Unbiased Portfolio Management Inc. provides discretionary investment management to high net worth clients of Unbiased Financial Services Inc. This is not a requirement to be part of our Family Office service.
We serve no more than 50 client families at any time.
We primarily work with high and ultra-high net worth families. However, we also work with younger, high-income professionals, and the children and grandchildren of clients.
We offer a money-back guarantee on introductory services within 30 days of project completion.
We also encourage you to apply the fees paid for our introductory services towards your annual family office service contract, within 90 day of project completion.
Stay In Touch