Our Process

Our 4 Step Process

Investment management

• 3^rd party professional asset management
• Tailored solutions
• Private markets
• Private equity
• Private debt
• Etc.

Financial projections

• A valuable tool in projecting
• Asset growth
• Income sources
• Expenses
• Working with an internal planning professional
• Ability to adjust variables in real time, allowing for alternate scenarios

Wills and Estate plan reviews

• Working with internal legal professionals
• Helping you focus on what is important for you and your family
• Discussions around trusts and succession planning

Insurance

• A powerful wealth management and wealth transfer tool
• Tax free growth
• Tax free transfer on death, bypassing probate
• “We may not need insurancce, but we can use insurance”