Develop a true understanding of your personal, financial and intellectual values

Conduct a review of the entirety of the family dynamics, including but not limited to assets, companies, family relationships, in place strategies and objectives, estate plan, philanthropic entities and objectives, and financial and tax reports, etc.

Review existing contracts and commitments

Review accounting, performance, and administration procedures

Collaborate with existing advisors

Discern investment risks and communicate

Educate on risk mitigation, privacy and security measures and protocols

Summarize data in decision-making format.

Wealth Plan Design Aligned with Family Goals

Create investing principles and proactively educate on all options.

Design a macro strategic plan to protect and perpetuate wealth and legacy

Identify and obtain resources needed to support overall investment plan.

Examine impact of strategy on individuals and estates.

Make ownership or legal adjustments where necessary

Allocate assets and create implementation plan from strategic design.

Implement Plan, Monitor, Supervise and Report

Position existing assets and resources for implementation

Sell, withdraw assets to be rebalanced.

Allocate assets to selected managers to optimize portfolio risk-reward profile.

Coordinate account services to ensure compliance with tax and liquidity requirements.

Communicate regularly with managers; monitor risk and return

Ongoing tactical asset rebalancing to capture short-term opportunities and address challenges to manage risk and achieve return objectives

Keep family members informed and educated.