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Your Questions

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.

Last updated on February 14, 2023.

Why is independence so important?

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.

Why is a fiduciary relationship important?

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.

What is a chief investment office and how do I know if I need one?

A chief investment office is a team of investment specialists that creates and implements a comprehensive wealth plan. A chief investment office will take a holistic approach and help multiple generations assess their requirements in their own way so a comprehensive plan can be built that fits each member of the family.

What is inter-generational wealth?

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.

What is the role of well-being within family wealth?

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.

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Please feel free to reach out a member of our team with any questions you may have.