Discovery Phase

Understanding Your World

• • Personal and family goals
  • Current financial situation
  • Business interests and structures
  • Risk tolerance assessment
  • Legacy objectives
  • Family dynamics
  • Philanthropic interests

 

Strategy Development

Creating Your Financial Blueprint

• • Comprehensive financial analysis
  • Investment strategy design
  • Tax efficiency planning
  • Estate structure review
  • Risk management assessment
  • Family office needs evaluation
  • Legacy planning integration

 

Implementation

Bringing Your Plan to Life

• • Portfolio construction
  • Account structure optimization
  • Tax strategy execution
  • Estate plan coordination
  • Risk management implementation
  • Family office setup (if applicable)
  • Documentation and reporting setup

 

Ongoing Partnership

Fostering Long-Term Success

• • Regular portfolio reviews
  • Strategy refinement
  • Tax optimization
  • Family meeting facilitation
  • Next-generation education
  • Progress monitoring
  • Continuous communication

 

Engagement Model

• • Quarterly portfolio reviews
  • Annual strategic planning sessions
  • Regular market updates
  • Priority access to your advisory team
  • Educational events and workshops
  • Family council meetings (for family office clients)