Clients we are helping
Everyone does not need a wealth management advisor. Not all wealth management advisors are a good fit. The decision to do business with a wealth management advisory team is a personal and important decision. We're talking about establishing a long term relationship that will be decisive in achieving your life goals.
Are we good advisors for you? If the following describes you, there is a good chance that the answer may be, "Yes! ".
- You want to maintain the value of your long-term family wealth.
- Your wealth is complex in its nature (family business, real estate, agricultural, etc.), composition (overseas property for example) or magnitude.
- Family cohesion is an integral objective for you.
- You want to remain involved in your financial future, but leave the details to us. The idea of simplifying your finances comforts you.
- While money enriches your life and you're not afraid to say so, you also know that this is not an end in itself.
- You are excited about the idea of reaching and discovering your financial independence. For you, it is not just about money, it's about your life.
- Typically, our customers have a family net worth ranging between 1 and 30 million dollars.