How do you know you're ready for ekaton guidance and service?
You may be ready to be an ekaton client, if you:
- Minimum $2,000,000 portfolio of investible assets; and
- Expect and desire sincere focus and attention to your wealth management needs instead of being part of the mass retail market;
- Have, or are about to receive, significant cash or securities as a result of an inheritance, sale of business, practice, property or a retirement package.
- Prefer a co-ordinated approach to your wealth management needs