Our process

Family wealth planning

  • Estate, tax and retirement planning

  • Business planning strategy

  • Insurance strategy

  • Charitable donations

  • U.S. tax

  • Creation of a trust

Advice and solutions

  • Proactive portfolio tax management

  • Asset allocation focused on reducing taxes and volatility

  • Access to economic and market research

  • Investment Policy Statement

  • Fee based on assets

Client statement and communications

  • Periodical meetings

  • Systematic portfolio reviews

  • Online Account Access

  • Access to a vast network of professionals

Administration

  • First class administrative support

  • Timely answers to your inquiries

  • Personalized service