OUR BRAND FOUNDATION
Core purpose – why we do what we do
To elevate the wealth of ultra-high-net-worth clients and help them achieve their most ambitious visions.
Vision – where we are going, and how we’ll know we’re there
We will be the estate planning team of choice by putting people first.
Mission – what we do every day to get there
We elevate the relationship that clients have with their trusted advisors.
Position – how we are different
A carefully-curated estate planning experience for our trusted partners, based on our deep expertise and fascination with their clients’ lives.
Character – our voice; how we act and look
We are:
Extremely knowledgeable
Sophisticated
Emotionally intelligent
Perceptive
Glass half-full
Creative
Energetic
Our Promise to Advisors and their Clients
We love what we do! And we will:
• Create a memorable experience
• Deliver on your – and our – very high expectations
• Always be better than the day before
• Make you feel comfortable
• Be as detailed as you need us to be
• Dream big for you
• Work with precision
• Collaborate with you and your team
• Stay in our lane
• Be extremely responsive
• Bring energy and laughter
• Explain it with a smile
Our Promise to Ourselves
• We will be entrepreneurial
• We have the freedom to create our own work
• We think for ourselves – and if we don’t know, we reach out to someone who does
• We will create an environment others admire and want to be part of
• We will grow in our careers and be happy
• We will always remember: “People will forget what you said, people will forget what you did, but people will never forget how you made them feel”
Reasons to believe
Having entered the financial services industry in 1997, Anne-Marie’s background in accounting and auditing has been instrumental in creating tax strategies for ultra-high-net-worth clients and corporations. Her certifications include the elite Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS).
