Frankly, it still shocks us how comfortable the industry is in the status quo, that the major risks to most families' wealth are unaddressed, unforseen and frankly diginified retirements and tax planning are assumed despite the lack of a specific roadmap.   


You have likely seen 100 iterations of virtually the same process from wealth managers.  Although our 4 steps may seem typical at first blush, we have obseved that most teams have a nice pictogram, but it truly lacks breadth in the implementation.   Further, we have yet to meet another team that underscores the importance of amplifying the balance sheets for clients in step 4. 


Wealth Counselling Process