Everything we do is focused on giving clear, helpful and relevant advice to our clients and their families.
We provide expertise in managing long-term wealth for a select group of clients and their families across multiple generations, focused on maximizing the financial stability of every household we work alongside. We seek to have a meaningful, positive impact on those we work with, every year, and at every stage of life. Our years of working with a wide breadth of clients has given us a large number of valuable experiences to draw from as we service each unique individual household’s needs.
We are also avid learners both personally and professionally. We seek to continually learn about relevant topics that can affect our clients or offer new opportunities, and we are constantly aiming to stay equipped to better understand the ever-changing dynamics the world provides, from one generation to the next. We don't believe in being stagnant, because the world never is.
HOW WE DO IT
Discretionary Management – We craft a customized investment approach with you, and manage it so it represents your unique needs and wishes without hassle.
Model Portfolio – We run our own model portfolio, hand-picking high quality businesses. You get to understand every business you own, and why you own it.
Value-added Advice – Personalized advice across your entire wealth spectrum, from tax minimization to individualized planning.
Financial Planning – From the big picture right down to the minutia; personalized, holistic and integrated financial advice.
Retirement Income Planning – Striving to provide you with the best and most resilient income in retirement.
Personal Incorporation and Business Planning – Tax-conscious strategies for income preservation and growth
Estate and Tax Planning – Some of the more difficult things to talk about are frequently the most important. Getting out in front of your Estate scenario is the best thing you can do.
Business Succession Planning – A generation of real world business succession experience.
Fee-based Service – Management fees that offer total transparency. We are partners in your success, focused on maximizing your return after-tax and net of fees.
Charitable Giving – Last but definitely not least. Giving back is essential, and we can help you manage this process, offering practical and cost effective solutions.
