Process


Listen and LearnFirst and foremost, our practice and our guiding principle is to listen – at each and every stage of the process. While this may seem obvious, many so-called experts are quick to offer answers before hearing the questions; moreover, hearing is not the same as listening and understanding.

We need to understand your family structure, your financial circumstances, and your short- and long-term goals before making any recommendations. We prefer to get to know you in person, because we often learn a lot from your family stories and the dynamics of discussion that is relevant to our work together.
ReviewOn an annual basis, we meet with you to reassess your family's situation, goals and strategies, and together agree upon any modifications to the financial plan and/or management structure to address changing circumstances at the personal or macroeconomic level. EducateBased upon our understanding of your situation and goals, as learned through the listening process, we present a selected range of information about financial strategies and potential investment vehicles that appear to match your objectives and values. Your feedback at this stage helps define the framework for further refinement of your financial plan and management structure.
ReportWe prepare and present you with comprehensive quarterly updates on your financial portfolio, with other pertinent information provided as needed. Importantly, since electronic communication is no substitute for personal interaction, we meet with you on a regular basis and as needed – typically one to four times per year at your discretion. DesignUsing a collaborative, give-and-take process to ensure mutual understanding of both broad objectives and critical details, we design a financial plan and management structure tailored to help your family reach your stated goals. Plans typically require the integration of multiple strategies and, accordingly, the structure is designed to ensure synergy, simplicity and effectiveness.
Implement and ManageWhen the design is finalized and approved, we work with your attorney/s (or help you select appropriate counsel) to create the legal entities required to effect the desired outcomes, then identify and recommend appropriate asset managers to manage the financial vehicles in a manner that accomplishes the intended results. As the implementation goes forward, we actively monitor and manage your account, and keep you apprised of any significant developments via phone or e-mail.