A Collaborative Approach to Wealth Management and Financial Planning
We are proud of the work we do and how we can empower families to build wealth. Our team of professionals is highly experienced in helping private individuals and families to build their wealth to achieve their goals and objectives. We do this by putting clients' interests first, getting to know them well, judicious planning, development of customized wealth management and investment strategies, their implementation, constant monitoring and review. Our primary objective always being to produce results as expected by our valued clients in a stress-free relationship. We are always on their side, working to deliver high-quality results and peace of mind.
Book An Expert Consultation
Our team is well aware that knowing the landscape in a challenging environment is crucial to reaching our clients’ goals. We've been innovating for over two decades, which has given us the knowledge, expertise and process to quickly start and support new client relationships well. No matter your situation, our team consistently provides value through our expert advice and strategies, custom institutional product development, and a full range of investment products and related services addressing the short, medium and long-term goals of our clients.
We would be proud to help your team by delivering timely expert advice. Contact us to arrange a no-cost, no-obligation, individualized consultation, covering any questions or topics you'd like to discuss. We can talk over the phone, via Skype or email, or in person - whatever is easiest for you.
Why Choose Us?
- Global investment advice & management
- Superior selection & pricing of investment products
- Custom-built investment products designed for your timeline and goals
- Wealth Management for individuals & families
- Financial planning & tax optimization
- Trust management - Intra-Vivos & Testamentary Trusts
- Estate Planning - Wills & Powers of Attorney
- Charitable giving
- Business succession planning
Our Process
Discovery
In order known and understand our clients, create Financial / Wealth Management plans and best address their needs, our team starts the process by conducting detailed client interviews. Knowing our clients’ family, professional advisers, their current financial situation, wealth goals, attitude towards risk, investment knowledge and attitude towards risk helps us to provide our clients the most thorough and high-quality advice.
Proposal
Once the discovery process is complete, we’ll work with you to create a customized Financial Plan to guide you and your family through the wealth-building process. This includes a personalized financial planning and the creation of your own Investment Policy Statement (IPS). Our team may recommend a specific investment portfolio – depending on the parameters agreed to in the Investment Policy Statement of each individual client. Everything we do is created individually to best address your family’s goals and challenges.
Implementation
Once the Financial /Wealth Management Plan and Investment Policy Statement (I.P.S.) are approved by you, we'll work to achieve your goals.
Monitoring & Feedback
After implementation, our team will manage your investment investment portfolio, recommend changes when necessary, and meet regularly to discuss your objectives and goals, investment performance. We'll make changes to make sure your plans reflect your life.
This ensures the team remains always focused and up to date on achieving what is most important for its Clients while adapting to their changing circumstances and market conditions.
What type of client are you?
