Unbiased Reviews and Alternatives
For Affluent Families
Sometimes when circumstances change, you’d like a fresh take on things to explore alternatives and perhaps, create a little distance between parties. Maybe you’d like to test the water with a new advisory relationship.
Under these circumstances, we recommend starting with a financial review. It’s a way we can both test the water and see if there’s a fit for a longer-term working relationship.
Under these circumstances, we recommend starting with a financial review. It’s a way we can both test the water and see if there’s a fit for a longer-term working relationship.
Tentative New Beginnings
The first thing we do is listen, to understand your situation, goals, and needs. Next, we consolidate information from your cash and investment accounts, and list important assets, debts, private equities, insurance and pretty much everything.
Tentative New Beginnings
The first thing we do is listen, to understand your situation, goals, and needs. Next, we consolidate information from your cash and investment accounts, and list important assets, debts, private equities, insurance and pretty much everything.
Engage a FAMILY OFFICE to get a big picture perspective.
Big Picture Overview and Direction
This net worth viewpoint or big picture of your finances is a vital starting point for everyone. It gets us on the same page, where we understand your situation and can spot gaps and opportunities.
With a comprehensive understanding of your finances and goals, we’re in a position to offer unbiased advice and direction. It also puts us in a position to start directing and coordinating matters with your suppliers if necessary.
You’ll receive a report detailing our findings and recommendations. More importantly, you’ll feel complete knowing you’ve got a handle on where you are and what needs to happen next.
Big Picture Overview and Direction
This net worth viewpoint or big picture of your finances is a vital starting point for everyone. It gets us on the same page, where we understand your situation and can spot gaps and opportunities.
With a comprehensive understanding of your finances and goals, we’re in a position to offer unbiased advice and direction. It also puts us in a position to start directing and coordinating matters with your suppliers if necessary.
You’ll receive a report detailing our findings and recommendations. More importantly, you’ll feel complete knowing you’ve got a handle on where you are and what needs to happen next.
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