We are able to engage with families in a variety of ways. The most prevalent way is for a family to hire us as their financial advisor. For this comprehensive and ongoing service there is a flat cost, incurred quarterly.
Sometimes, though, a family already has a long-standing advisory relationship and just wants a qualified second opinion for peace of mind that they are on the right track. We are able to provide this second opinion in several key areas:
Additionally, we are able to build out, and provide ongoing maintenance to, a secure cloud-based portal for a family's most important documents. The ability to access documents from anywhere in the world while maintaining safety-deposit-box-like security is a must for today's global family.
Costs of engagement for the above services vary. Please contact us for a complete list.
We Are Able to Assist in the Following Areas:
For a non-exhaustive list of planning items to consider, please click here Planning Issues Beyond the Estate Tax
Includes ongoing oversight and evaluation of investments and investment managers. Tactical adjustment and re-balancing of asset allocation is also included.
For our thoughts on security and privacy issues please click here Security and Privacy.