While the customized financial plan we create for each client is unique to them, the orderly way we go about arriving at it is uniform in its structure for a simple reason: It helps ensure that we stay on point. Here are the integral steps we follow.
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We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.
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Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and making sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Once your plan is implemented, we will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.
Our Vision & Value
“Time to listen, capacity to act”
Who we work for
- Family Offices – single and multi-client
- Corporations, Holdings, Trusts & Foundations
- Business owners, executives & individual families
Why work with us
Every client is unique. That is why we believe in tailoring solutions to specific needs.
This way we provide access to best-in-class managers, (accredited) investor funds, individual securities, separate managed accounts, private equity, insurance solutions etc.
For family offices and professional investors we also organize custom-made portfolio manager searches, one-on-ones, pitch rounds etc. based on our proprietary due diligence and research.
Success Factors
We believe clients will benefit from running their finances as a business – not just a set of portfolios.
This creates a mindset that will help you:
- Set clear goals, timelines and priorities
- Hire the right people, institutions & business partners
- Delegate – yet stay in control
Our added value
We draw on more than 40 years of advisory experience. In all this we worked with institutional investors, business owners as well as wealthy families.
By working together with us, you can:
- Access our expertise, network & opportunities
- Get tailored advice and fi nd best-in-class portfolio managers
- Optimize in line with your legal, tax and risk setting
