Pragmatic wealth management for families and individuals
The families we serve vary significantly in size and dynamics, but share a common goal – to provide well for their children and grandchildren, and contribute to the causes that are important to them. Since there are many branches to the family tree, there are many issues to address and complexities to consider. Our mission is to listen to and understand your assessment of these family matters, so that we can accurately and effectively offer our financial guidance.
With your consent, we’ll also collaborate with your other advisors, such as your accountant and attorney, to coordinate all aspects of your financial life. Since family structures evolve over time, we will meet with you regularly to consider any changes and make the appropriate recommendations and adjustments to your financial plan.
