Our professionals analyze all elements of a clients financial profile including, current investment portfolios and accounts, balance sheet assets and annual cash inflows and outflows. We also consider family income, age, number of dependents, education funding needs, family dwellings and vacation homes, family businesses and overall net worth. If needed, we facilitate relationships with other advisors, including legal counsel, tax advice and preparation, and insurance professionals. Our wealth management process addresses the following four key elements:
• Enhancing Wealth
• Protecting Wealth
• Transferring Wealth
• Donating Wealth
Based on the Investment Strategy we jointly formulate with our clients, we then do "stress-testing" to show how the portfolio might perform under different economic scenarios and life style need scenarios. We try to illustrate the risks and the opportunities in managing the portfolio. The end result is an Investment Plan that can be implemented through access to a global custodian where the accounts are in our client's name. |
