We meet our client's needs by providing highly personalized, independent wealth management services with increased oversight, due diligence and professional guidance over a clients financial affairs.

Our approach starts with a discovery meeting. We begin by understanding each family’s unique objectives, goals, resources and constraints during a discovery process.

1. During the discovery process areas of discussion may include:
   1. Wealth Management
   2. Taxation
   3. Legal Structures
   4. Estate and Succession Planning
   5. Insurance
   6. Philanthropy
   7. Governance
   8. Education