We manage wealth through a proprietary process entitled “The Essential Experience”, in which we encircle the needs of our clients, create and maintain efficiencies and simplify their lives. While others may talk about partnership, we believe that is essential that you experience it!
Our professional fee structure is relationship and value based. Before any fee structure can be stated it is important to have a full discovery meeting and review of your needs. Typically clients with less than 2MM are aggregated below the industry standard.
Still, every client’s needs and desires differ accordingly and special family requests are taken into consideration.
Our goal is simple:
Delight the Families we Serve by providing
Outstanding Service, and Value.
Typically our clients are “family oriented professional delegators”. These family oriented executives and professionals know the value of managing their affairs and are now proactively seeking the professional advice and attention to service we provide.