Discovery Meeting

In our first meeting, we take you through a broad discussion about your near- and long-term life goals, responsibilities, assets and interests to help create your Client Profile. The information in this meeting lets us personalize all available strategies and services to your specific concerns.
 

Develop Wealth and Estate Strategy

Using all the details in your Client Profile, we construct a proactively managed and flexible Wealth and Estate Strategy, which contains specific and measurable milestones to keep us on the right financial course to your goals. A number of options will be presented to you, and you will be able to choose the option that best fits your objective and risk tolerance.
 

Wealth and Estate Strategy Implementation

We will work with your professionals, like your accountants and lawyers, to implement your Wealth and Estate Strategy. To officially engage us, you will need to sign appropriate account paperwork. We will take care of following up with your current financial institution(s) to make sure assets are transferred in kind and in a timely manner.
 

Regular Progress Meetings

Regular portfolio review and contact will allow us to review your advancement towards your goals and re-calibrate if necessary. They also give you the opportunity to discuss any updates to your Client Profile, or changes to your individual, professional or family circumstances.