Ultra-high Net Worth Families, Business Owners, and Executives/Professionals
We work with individuals, families and businesses looking for a multi-family office that provides exceptional service and prudent investment solutions. Our clients seek personalized attention. They want completely customized options that meet their needs, wants, and financial desires.
Consider these questions:
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Are my family's financial affairs well-organized and in good order?
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Do I know what rate of return we need from our investments to ensure that we meet our family's objectives over the long term?
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Am I comfortable that we have the appropriate level of risk in our overall family balance sheet?
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Do I understand all our insurance policies and am confident that they are appropriate and up-to-date?
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Am I comfortable that we are taking advantage of all the tax efficiencies available to us?
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Am I confident that we have used all appropriate and available estate planning strategies for our family?
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Do I feel comfortable that our children are financially well-educated and sufficiently responsible to inherit the assets that are likely to be left to them?
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Do we have a solid transition plan for our financial assets and family enterprise?
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Am I comfortable that I am leaving the legacy I want to?