You’ll hear us talk a lot about the real value of wealth. The families we work with know that their happiness and harmony are about more than their investment portfolios, so we work with them to build around what well-being means to them. It can be about everything from physical and mental health, philanthropy and volunteering, travel and learning, or building community.
The families we work with tell us they want to be informed and engaged, each in their own way. So we provide a constant supply of fresh insights and information in a range of formats.
We believe inter-generational wealth is a mindset and not a number. We define inter-generational wealth as means that are not required for the current generation, but can be targeted to benefit further family generations, causes and communities.
A family office is a team of advisors that creates and implements a comprehensive wealth plan across financial and human capital needs. A good family office will help multiple generations assess their requirements in their own way so a comprehensive plan can be built that fits each member of the family.
For us, a fiduciary relationship means trust and honesty, operating with a total commitment to do what is in the best interest of the client and not the firm. It is the foundation of all our work.
Independent investment selection and advice means that you’re presented with options that are in your best interest, not subject to special incentives, ownership or fee structures that could create any conflict of interest.