We advise a wide range of clients, usually age 50 and up, and their adult sons and daughters and extended family members. We strive to involve the whole family in the wealth management process to help everyone both financially and personally. When sons and daughters join the conversation, everyone is informed and engaged as a household. While everyone has their own goals and their own portfolio, all family members share access to our strategies, expertise and fees and we promote good communication and transparency among family members.
Open communication
From a young age, I learned the importance of open conversations about money and the need for families to make financial decisions together. I encourage family conversations and dialogue that ensures all families members are prepared when “life happens.”
I've seen firsthand the consequences that can occur when spouses are not prepared for sudden misfortune and the stress grieving families face when trying to make financial decisions at the worst time. Often, people neglect estate matters during good times because they seem too difficult and complex. I can walk you through the structured process of wisely preparing ahead of life events, bringing you and your loved ones peace of mind now and down the road.